I am an Associate of the Chartered Insurance Institute by examination and a Chartered Insurance Practitioner. I received my Diploma on the 3 September 1979. In addition, I have successfully gained the Financial Planning Certificate of the Chartered Insurance Institute in all subjects. I am recognised by the Financial Services Authority (formerly Fimbra and then PIA) as a registered individual under the Financial Services Act Under reference RAJ00004, confirmation of this status can be found via the fsa’s website. www.fsa.gov.uk. I hold the Chartered Insurance Institute examination G60 allowing my firm to be authorised to operate in the pension transfer market. I have had several papers published in specialist trade periodicals and continue to be retained to produce a “best advice” article for the leading weekly financial services newspaper. I have had articles printed in both national (Telegraph and Times) and local (Sentinel) newspapers. I have broadcast on both local radio (Signal) and national Radio 4 (Moneybox live). Have acted as an expert witness on pensions since before 1992

Kate joined the company in April 2000. She previously worked for Waterford Wedgwood for nine years, working her way up the position of Personal Assistant to the Finance Director. Kate has successfully completed her FPC 1, Pension Administration Certificate and Pension Simplification Exams.

Diane joined the company in August 2002. She previously worked for Peter Young Financial Services for two years as an administrator.  Since joining, Di has successfully passed her FPC 1 and Pension Administration Certificate.

Emily joined August 2007 having taken a new career change from Catering Management. Emily is studying to gain her Certificate in Financial Planning and has so far achieved CF1 and CF2.

Tara joined August 2007 joining us from Pace Ward. Tara is also studying to gain her Certificate in Financial Planning and has so far achieved CF1 and CF2.