I have worked in Financial Services since February 1988 and I am a member of The Charted Institute of Insurers, holding the following qualifications Dip PFS CII(MP)and Long Term Care (CF8). Prior to being invited to join the the prestigious St. James's Place Wealth Management, I had a successful career working for Barclays Wealth Management as a Multi Tied Agent, and also as an Independent Financial Adviser, (covering the North of England and North Yorkshire areas).
Since joining St. James's Place Wealth Management, I have achieved the St. James's Place Advanced Diplomas in Pensions, Savings and Investment Planning and Inheritance Tax Planning. I have undertaken various other examinations and place a strong emphasis on continuing professional development.
Ed is a highly skilled financial services veteran with over 30 years industry experience. Ed has worked for some of the largest financial services companies in the world in technical, sales and managerial roles and brings a wealth of knowledge and talent to provide first class advice to clients.
Ed is qualified to the highest level in the industry and holds not only Chartered Financial Planner statues but is also a Fellow of the Personal Finance Society, as well has having a raft of other specialist qualifications.
“Having been involved with clients in various stages of the financial planning journey throughout my career, as well as having run my own businesses, I believe it puts me in an ideal position to bring clarity and direction to individual and corporate clients seeking financial advice.
Outside work, apart from being a full-time kid’s taxi service, I have been known to take on the odd DIY task. My last project was to build an office in my garden – which has also come in very handy as a man cave.”