Diploma in Regulated Financial Planning (DipPFS)
Financial Planning Certificates 1,2 & 3 (CII)
Russell works closely with his clients to understand their current financial status before implementing a financial plan with the aim of helping them achieve their goals without taking undue risk. He holds the Level 4 Diploma in Regulated Financial Planning.
"I'm a keen golfer and a member of the local running club. My family have recently acquired a Cavapoo, which is proving to be fun!"
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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.