Chartered Financial Planner
Using experience in many varied aspects of financial planning, Spencer helps clients to understand, increase and protect their assets by advising on a range of services and products from across the market.
Spencer enjoys an active social life and amongst his hobbies are clay pigeon shooting, football, and travel which allows him to brush up on his Spanish.
Qualifications:
- Financial Planning Certificate
- Certificate in Mortgage Advice and Practice
- Level 4 Diploma in Financial Planning
- Level 6 Advanced Diploma in Financial Planning
- ER1 Equity Release
- CF8 Long Term Care
- AF3 Advanced Diploma in Pension Planning
- AF4 Advanced Diploma in Investments
- AF5 Advanced Diploma in Financial Advice
- AF6 Senior Management and Supervision
2011 to date: Independent Financial Adviser
2006 – 2011: Client Relationship Manager, Santander
1999 – 2006: Financial Consultant, LloydsTSB
