Your Spring Newsletter 2020

A new IFA joins the team


Edward Dalley joins the team as a Senior Associate with more than 7 years’ investment and financial experience having gained a diploma in Financial Advice (DiPFA) in 2013 whilst also shadowing and working in technical analysis roles throughout his studies. Ed is one of only a small number of qualified and experienced pensions specialists across the country who have completed the Level 6 Pension Transfer qualification (AwPETR) which enables him to advise on more complex pensions matters.

Ed has built a reputation for generating successful outcomes for clients working with professional firms of solicitors and accountants throughout the West Midlands.

He joins the Team to work across the following areas;

  • Pensions and complex pension matters
  • Court Of Protection matters
  • Investments and tax wrappers
  • Trust matters
  • Inheritance tax planning
  • Protection

 To read more about Ed’s joining our business click here.