I have been advising business-owners since 1974 and developed my main speciality through working as a financial adviser since 1981. I have studied and maintained professional qualifications and continue to do so. As a speaker, I have been coached amd mentored since joining the PSA in 1999. I also regularly contribute to daytime radio, most recently on BBC Wales. My interest in understanding the international world of financial services has helped me professionally and especially in the ability to speak on a cross-border basis, with a firm grasp of the local issues.
Social/Volunteer Organizations
My past volunteer experience includes a period on the executive of my chamber of commerce, rising to President, and serving on the leadership of three professional bodies, MDRT, The Personal Finance Society and the institute of Financial Planning. I currently raise funds for the RNLI of which I am a Governor, and assist with three other charitable organisations.
More Information
After over 27 years in financial services as an Independent Financial Adviser I started coaching others. I'm also regularly booked as a speaker by international financial services companies in Asia and Europe.
Membership of MDRT Top of the Table, which represents only the top 0.5% of financial advisers worldwide (judged on business production and business ethics) enables me to network with some of the most brilliant minds in the world of financial services. and to create bespoke client solutions and to translate many of these ideas into simple concepts which form part of my professional speaking topic.
More about me here. If this doesn't click through then copy and paste this link into your browser. http://www.boomertirement.com/advisor-bin/public/advisor_detail?&advisor=91660961478311364468
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