FINANCIAL ADVICE CENTRE NEWS
Mortgage Autumn Newsletter 2019
Meet the IFA team
We would like to introduce you to our senior team of Independent Financial Advisers – also currently FT Adviser Shopper’s Choice for Worcester. They advise clients on Investment Strategies, Retirement Planning, Pensions and Inheritance Tax Planning.
Piers joined in 2009 and brought a wealth of experience gained from over 20 years in the financial services industry, having previous roles in bank assurance and with a corporate financial services provider. He joined the business to help implement changes driven by industry regulation within financial services. Clients have seen many benefits to this including a new cost effective service based approach providing greater transparency in fee structures. This ongoing, dynamic and future focussed approach ensures clients continue to benefit from Financial Advice Centre being at the cutting edge of client management.
Adam joined in May 2003 and works with clients in all areas of wealth planning and management. His experience has evolved to include a vast amount of experience specialising in Pensions and Investments as well as Teachers and NHS Pension Schemes. Adam has a high degree of technical experience in dealing with challenging pension cases, helping to build on our company’s reputation as experts in pension planning and solutions.
Jason joined in 2005 with 20 years’ experience in the industry and technical pensions expertise. His main role is working with clients to assess and plan their investment and retirement planning needs and to review these strategies keeping them on track to achieve client financial objectives. Jason is also qualified to advise on Final Salary pensions.
Connect with the IFA Team
Please get in touch and ask for any of the team or if you give me a call I can introduce you to an Adviser for help.