Brian holds the Diploma in Financial Planning and Certificate in Mortgage Practice and Equity Release including Lifetime Mortgages from the Chartered Institute of Insurance.
Brian has worked in financial services for over 45 years, initially working at a building society. In 1988 Brian became an independent financial adviser, a role he greatly enjoys and joined the Throgmorton Team in 2010.
Brian is qualified in all aspects of financial advice; latterly he spends more of his time providing both pre and post retirement planning and investment advice. Equity release mortgages now form a major area of advice for Brian, who is a specialist in this subject. Brian believes that his gregarious nature has stood him in good stead when dealing with a whole range of clients and their particular needs.
In his spare time, Brian likes to socialise with friends and travel. He is married with grown up children.