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Tina joined the company in September 2016 and is responsible for paraplanning, training and is also our in-house Pension Transfer Specialist.

Tina has worked in financial services since 2004 with banks and IFA’s in adviser and support roles.

Tina has the following qualifications:

  • Diploma in Financial Planning.
  • CeMap (Certificate in Mortgage Advice & Practice).
  • Certificated in Financial Planning and Lifetime Mortgage Activities.
  • Certificate in Financial Planning and Long Term Care Insurance.
  • Certificate in Life & Pensions.
  • RO8 Pension Update.
  • JO2 Trusts.
  • JO5 Pension Income.
  • AF1 Personal Tax and Trust Planning.
  • AF5 Financial Planning Process.
  • Certificate in Investment Operations.
  • AF3 Pension Planning.

Since joining she has become a key member of the team.

 

 

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