The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
I recently joined Luna Financial Planning with the aim of providing a simple, flexible approach to financial planning.
Boasting a wealth of industry experience, I’ve spent the last 7 years working on large scale remediation projects for some of the UK’s biggest Pension and Investment companies. Specialising in reviewing advice and sales, compliance and calculations of lost benefits.
I plan to help people accomplish their financial goals through tailored, cost effective advice. Delivering a 1st class experience of financial planning by building long lasting relationships with each of my clients.
My specialties
Pensions
Savings and Investments
Personal protection
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