Statement of Professional Standing
Regency Investment Services Ltd
Following a Bachelor of Commerce Degree at Liverpool University my early career in the industry was spent with the Axa Group (previously Equity & Law) and Legal & General. I became Business Development Manager with a subsidiary of the Brown Shipley Group for 5 years. In 1991 I joined Regency and have been a director since 1992. I am an Associate of the College of Insurance Institute and also a Member of the Personal Finance Society.
I offer the full range of personal financial planning with the emphasis on pensions, investments and taxation up to and beyond retirement.