Personal Information
Organização/Local de trabalho
Palma Area, Spain, Illes Baleares Spain
Cargo
Independent Financial Adviser in Mallorca helping Expats make the most of their Savings, Investments and Pensions.
Setor
Finance / Banking / Insurance
Sobre
Since becoming a Financial Adviser in 1994 (Prudential) It has always been my belief that true Independent Financial Advice begins and ends with what is most appropriate for my clients. To me it is important to first understand you as a person and what you want to get from your life.
Financial Advice is complicated, I place great importance on keeping my qualifications up to date:
- Diploma in Financial Advice (DipFA) - 2014
- Certificate in Mortgage Advice and Practice (CeMAP) - 2002
These are the most up to date qualifications needed to advise in the UK. Interestingly no such qualifications are needed to advise in Spain which is frankly nuts.
But, all of the above would be a
Personal Information
Organização/Local de trabalho
Palma Area, Spain, Illes Baleares Spain
Cargo
Independent Financial Adviser in Mallorca helping Expats make the most of their Savings, Investments and Pensions.
Setor
Finance / Banking / Insurance
Sobre
Since becoming a Financial Adviser in 1994 (Prudential) It has always been my belief that true Independent Financial Advice begins and ends with what is most appropriate for my clients. To me it is important to first understand you as a person and what you want to get from your life.
Financial Advice is complicated, I place great importance on keeping my qualifications up to date:
- Diploma in Financial Advice (DipFA) - 2014
- Certificate in Mortgage Advice and Practice (CeMAP) - 2002
These are the most up to date qualifications needed to advise in the UK. Interestingly no such qualifications are needed to advise in Spain which is frankly nuts.
But, all of the above would be a