Management Team

  Justin Moorhouse
Chief Executive Officer

Tax Planning, Wealth Protection & Financial Planning

Examinations
From the
The Chartered Insurance Institute (UK)
International Certificate for Financial Advisers

HM Inspector of Taxes (UK)
HMIT internal examinations

Qualifications
BTEC Business & Finance Diploma
 
  Gary Cane
Managing Director

Wealth Management, Financial Planning

Examinations
From the
The Chartered Insurance Institute (UK)

Levels
FP1
FP2
International Certificate for Financial Advisers
CF2

     

  Claire Fielding
Director Finance and Administration

Corporate Structuring
Accounting, taxation

Examinations
Association of Accounting Technicians
Association of Chartered and Certified
Accountants

Levels
NVQ Business Administration level I
NVQ Business Administration level II
AAT
ACCA part 1
ACCA part 2
The Chartered Insurance Institute (UK)
Award in Financial Planning
   


 

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