CHRISTIE FINANCIAL PLANNING - Key Persons
Darren joined the firm in March 2018. He has brought with him many years of experience advising high net worth clients, specialising in Protection Planning and Mortgage Advice.
He started his career in Financial Services in 1998 with a well-known Life Assurance Company, climbing the ranks to become a Life & Pensions trainer before qualifying as a Financial Adviser in 2003.
Qualifications:
Professional:
Chartered Insurance Institute (CII)
Chartered Financial Planner
Fellow of the Personal Finance Society
Advanced Diploma in Financial Planning
Diploma in Regulated Financial Planning
Diploma in Financial Planning
Financial Planning Certificate
Mortgage Advice Qualification
Certificate in Pension Transfers
Certificate in Discretionary Investment Management
Life and Pensions Foundation Certificate
Equity Release (ER1)
Chartered Institute of Bankers in Scotland
Diploma in Investment Planning
Matthew joined Christie Financial Planning in October 2019 and has provided valuable support services to senior staff members since then.
He has recently embarked on his professional studies with the aim of becoming a Chartered Financial Planner.
Qualifications:
Chartered Insurance Institute (CII)
Investment Principals and Risk (R02)
Financial Protection (R05)
The Company Director, Mr Paul Christie, has been looking after the financial affairs of clients for over 25 years, providing peace of mind and a safe pair of hands, particularly during volatile investment conditions.