Bill Ballinger DipPFS – Independent Financial Adviser since 1987, qualifications included FPC 1.2.3 (Financial Planning Certificate) plus MAQ (Mortgage advice) plus G60, JO1, JO2, J04, JO5, (Pensions advice) and ER1 (Equity release).
Tim Beal DipPFS – Independent Financial Advisor since 1994 and prior to this advisor for the Prudential Assurance. Qualifications included FPC 1.2.3 (Financial Planning Certificate) plus MAQ (Mortgage advice) plus G60, JO1, JO2, J04, JO5, (Pensions advice), G10 (Taxation Trust) and ER1 (Equity release).
Paul Clack – Independent Commercial Insurance Broker for over 21 years and prior to this experience working for a number of insurance companies for 11 years in various insurance underwriting roles. A specialist in commercial insurance products.
Michelle Howells Cert CII – Qualified to the level of Certificate of Insurance Institute. Insurance Executive handling all types of household, motor, travel and property owners products. She has the experience of over 20 years in the insurance industry.
The remaining members of staff have varying levels of insurance broking experience and participate in a full programme of training in order to maintain their “Continuing Professional Development”.