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| Technical Memorandum |
 Michael
Sturgess is an Economics graduate with over 20 years experience
of the financial services industry. Michael has lectured widely on
a range of pension and investment related subjects and holds the
Financial Planning Certificate (FPC). He specialises in pension and
employee benefit work, advising companies of all sizes on how to
structure a range of employee benefit solutions including effective
pension planning. He also has wide experience of advising individuals
on all aspects of personal financial planning which covers areas
such as effective life assurance planning (using suitable policy
trusts), pensions/retirement planning (including stakeholder issues)
and investment management. Michael is married with three young children
and lives in Ealing, London. |
Neil
Weston has over 20 years experience of advising individuals
on all aspects of their personal finances. Neil is an Associate of
the Chartered Insurance Institute and holds both the FPC and Advanced
FPC. He has wide experience of devising and delivering a range of
financial planning services. These include delivering financial seminars
for individuals leaving companies at retirement or pre-retirement,
where severance terms may also be involved. Neil also works with
Michael in the provision of employee benefit services to companies.
He specialises in providing broad-based financial advice to private
clients which includes advice on how to implement/manage an investment
portfolio cost effectively. Neil is married and lives on the Essex/Suffolk
border near Ipswich. |
Regulated by the Financial Services Authority Partners: Michael Sturgess Neil Weston
Last update : 27 February, 2010 | Copyright © 2002 - | Web site design © Ann Andrews 2002 -