As Director of operations in the financial planning department, Bernard is a highly qualified adviser with over 30 years’ experience in financial planning and sales management. Bernard’s wealth of experience is demonstrated in the way he efficiently manages the department’s operations and comprehensively advises clients. A specialist in retirement and estate planning, Bernard advises individuals and business owners with complex financial planning issues.
Aside from work, Bernard’s interests include playing the guitar and boxing. Additionally, he also enjoys the responsibility of being a Parish councillor for the local Parish.