I can offer expert opinion in the area of personal investment planning, comliant with PIA and FSA regulations, assesment of risk, portfolio contruction and investment research

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I am an authorised and practicising Independant Financial Advisor regulated in the UK since 1988. I have not had any complaints upheld by either the current or preceding regulators in financial services. Since 1991 I have provided investment advice to High Net Worth clients, trustees and the recently bereaved. My qualifications include the Chartered Institute of Insurance's Financial Planning Certificate, and advanced certification forTax and Trusts(G10) and Personal Investment Management (G20).

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Financial Services Investment Miss Selling

financial services, investment, miss selling