Financial Planner

Brian has over 35 years’ experience in financial service and is qualified to Advanced Level of the Diploma and holds advanced qualifications in Pensions, Taxation & Trusts, and Retirement Options & Retirement Investment Options.

He advises on many aspects of financial planning, with a specialism in Corporate Pensions, including Auto-enrolment and Group Protection. He provides clear advice and is good at putting people at ease and explaining the perceived complexities of their company’s pension arrangement.

Brian previously worked as an Adviser for Walter Wright Financial Services, following a number of roles mainly working on pensions with insurance companies, starting with Norwich Union in 1984.

The Financial Conduct Authority does not regulate taxation, trusts, some aspects of corporate financial planning and auto-enrolment.