Profile – Brian is an independent financial adviser who has been advising business owners and Directors of small businesses, in all aspects of financial and employee services for them and their businesses, with over 23 years’ experience in financial planning. This ranges from private client work to providing advice to companies and international wealth management organisations. Brian has worked for Lloyds Bank as well as both national and regional IFA practices.
He specialises in inheritance tax planning, trustee investment management and working with small businesses. He says the best part of the job is meeting and working with clients and believes the recipe for good financial planning is simply putting clients first and taking care of what is important.
Qualifications – Member of Personal Finance Society & Diploma in Financial Planning including G60 (pensions) & G10 (taxation & trusts).
Likes/hobbies/interests – In his spare time Brian enjoys travelling when possible. He is married and recently become a father again and is enjoying life with the new family member.
Dislikes – Having spent a few years in Singapore, Brian still struggles with the UK weather!