Brian joined Barclays Bank in 1991 after a previous career in the Royal Air Force and later within the defence industry. In 2000 he left the bank and subsequently set up his own firm where he quickly realised his ambition for technical excellence by becoming a Chartered Financial Planner, and later a Fellow of the Personal Finance Society.
He enjoys finding elegant solutions to the needs of his clients with particular focus on near retirement and inheritance tax planning strategies. He tries to deliver these in an understandable way, jargon free and where possible with a tinge of fun.
I am a Later Life Adviser for Carematters Financial Planning and Partner Practice of St. James's Place Wealth Management. For the last 8 years I have specialised in advising families in need of care fee advice and equity release. I have two parents in care, one of whom is state funded and the other who is self funder. I understand ‘the system’ and the maze of legislation that causes families so much confusion. I will help you understand your rights but also your responsibilities and explain how the Care Act 2014 can (or can’t) help you.
Our firm holds the prestigious status of Chartered Financial Planner: This is the professions gold standards for firms and confirms that we have satisfied rigorous qualification criteria. When a client refers to us, as a Chartered firm, they can be assured that they are dealing with proven professionals. Although Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. Only the UK’s premier financial planning firms qualify for this title.
I am an accredited member Society of Later Life Adviser (SOLLA) and have been so since 2010. This accreditation is not easy to achieve!