FPC 1, 2 and 3
AFPC - MAQ (Cmap equivalent)
Dipfa level 4 Diploma
CeRER (equity release)
A very well polished Financial Adviser with over 20 years experience in mortgage and general financial planning experience.
Although his present employer, Chelsea is an excellent company he feels that his true calling is that of more holistic mortgage and financial advice within a global and more rounded company where he can progress much quicker. He wishes to take his career in this area and with his knowledge offer his customer the ultimate experience and service from a complete bank. Due to his qualifications he is already up to speed and could easily develop in the future to full financial advice as a Premier Relationship Manager but wishes to start at this level as this is what he is currently doing.