Diploma For Financial Advisers (DipFA)
Edward has worked in Financial Services since 2012, joining Succession in 2017 and becoming a Wealth Planner in 2019. He holds the level 4 qualification and is working towards Chartered Status, with a specialism in Pension Planning.
"I enjoy spending lots of time with my family, and being outdoors as much as possible in Yorkshire and the surrounding areas."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.