I joined the financial services industry with Legal & General in 1984. I became an Independent Financial Adviser (IFA) in 1986 having worked with Legal & General in Piccadilly and Scottish Equitable in the City.
Prior to the formation of Rockmas Capital Management Ltd I was with Positive Solutions / Quilter Financial Planning for 16 years. I operated as a Pension Transfer Specialist whilst at Positive Solutions.
I am a Fellow of the Personal Finance Society.