An Introduction to Pensions

I am an independent financial adviser providing financial planning and wealth management services to clients in the North West of England and London. I have specialist experience advising families with high-value portfolios and complex affairs. My purpose is to connect families and individuals with access to market-leading financial advice and planning. Everyone can benefit from true financial planning where life goals and bucket lists are put at the forefront and pensions, investments and other financial instruments are the tools used to achieve these goals. We are not taught how to use these tools in schools like we are with Maths, English and Science, when in reality, the simplest of tools can change a life.

I have been a Senior Lecturer in Banking and Finance at MMU for 7 years, while my teaching encompasses many areas, I specialise in pensions, insurance and financial planning. As a Chartered Insurer, I work closely with the CII and prior to my involvement in HE, I spent 8 years working for Royal London/Scottish Life in Edinburgh, where I led one of the personal pensions teams.