Top 5 specialisms: Ethical Investments, Wealth Management, Investment Planning, Lump Sum Investments, SIPP
Qualifications: None currently on record
Years as a regulated adviser: 18
Remuneration method: Either
FSA Registration Number: 192557 (Check this)
We specialise in socially responsible and ethical investment and have done since the mid-1990's. In saying that ethical investment has been a serious part of my advice since the launch of the Friends Provident Stewardship fund in 1984.
Having previously qualified as a land Surveyor in 1979 I decided on a career change and joined Sun Life of Canada as a Life Underwriter.
In 1982 I left Sun Life of Canada and worked for six months at Standard Life before deciding to become an Independent Financial Adviser.
Since then I have worked for University Medical & General, New Life Group Ltd, Noble Grant, and Ethical Financial Ltd, before co-founding The Ethical Partnership in 1998. The Ethical Partnership was incorporated in 2001.
I have over thirty years financial planning experience.