Brian has worked in financial services for 22 years. This role involved advising clients of a large national financial institution, combined with training new advisers who joined the company. The last 3 years have been spent as an independent financial adviser, advising clients across the North-east on all aspects of their finances. Prior to this Brian was a successful Business Development Manager for a construction machinery spares company.
Brian’s specialisms are providing advice to clients regarding their savings, investments and pension , requirements. His qualifications include a Diploma in Financial Planning and he is currently working towards becoming a Chartered Financial Adviser.
Three words clients would use to describe Brian are;
“Thorough, Efficient & Reliable”
Brian is married and lives in Ashington with his wife Alison and stepson Ewan. In his spare time he enjoys his 2 main passions in life; the extreme sport of kite landboarding and Northern Soul music and dancing.