PORTER & CO (IFA) - Key Persons
With over 25 years of experience within Financial Services, Karen is a highly experienced administrator. Karen has extensive experience working for both product providers and wealth management firms, and holds her full Financial Planning Certificates. Karen will be able to assist you with any non-advice related questions that you might have.
Qualifications
Financial Planning Certificate (FPC3)
Qualifications
CII Level 3 Certificate in Life & Pensions
Simon spent many years working in the stockmarket, both here in the U.K. and in America before retraining to become a Financial Adviser.
He focuses on building long term relationships with his clients and practices Holistic Financial Planning. Simon will spend enough time with you as is required to firmly establish your financial goals & objectives before moving forward and recommending a suitable financial plan.
Simon holds the Diploma in Financial Planning from the Chartered Insurance Institute (C.I.I.) Is a member of the Personal Finance Society (PFS) and an Associate of the Chartered Institute for Securities & Investments (C.I.S.I.)
When not working he enjoys spending quality time with his family, planning mountaineering trips and running to keep fit. To date he has run both the London and New York marathons.
Qualifications
CII AF5 Financial Planning