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4 April 2022
Individuals
Job Title
Financial Services Manager
Offices
Haslingden
Accrington
Bacup
Blackburn
Bury
Clitheroe
Great Harwood
Rawtenstall
Salford
Telephone
01706 233 415
Legal Specialisms
Investment Planning
Mortgage Advice
Protection Planning
Retirement Planning
Financial Advice for Business Owners
Brian joined the firm in 1999 following a varied career in industry.
He started work in 1979 with General Accident, becoming head of the life department in 1983. He served as an Intermediary Account Manager for two years with Prolific Unit Trust Managers and then six years with Scottish Mutual as Broker Sales Consultant dealing with pensions, before joining a general insurance broking group in Leyland in 1992 working as an independent financial adviser.
He holds several qualifications including the CII G60 Pension qualification for pension transfer advice; Certificate for Mortage Advice & Practice; and a qualification for advising elderly on equity release matters.
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