Chartered Financial Planner Status advanced level 6
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Mortgage Advice
G10 Taxation and Trusts
G20 Personal Investment Planning
AF3 – Pension Planning
AF5 The Financial Planning Process
SV1 Saving and Investments
ER1 Equity Release
RO1 Financial Services, Regulation and Ethics
RO2 Investment Principles
RO4 Pensions and Retirement Planning
RO5 Financial Protection
RO8 Pensions Update
CF8 Certificate in Financial Planning and Long-Term Care Insurance.
CEFA 1, 2 & 3
Russell has been guiding and advising clients on all areas of financial planning over the last 20 years. He specialises in helping clients with estate planning, retirement and investment planning needs.
Russell can help clients make the most of their resources pre-retirement, at retirement and passing resources to future beneficiaries.
Russell works with high net worth clients, professionals, executives, self-employed and company directors helping with their financial planning needs.
Russell is married to Helen, they have two children.
Russell has a keen interest in most sports both watching and occasionally playing!
He supports his hometown football team Portsmouth and loves watching live cricket.
At weekends he is a keen gardener, and takes his son to his Rugby matches and his daughter to her Athletics meets.
He also enjoys hiking, playing Tennis and walking the family Border Collie Pippa.
All UK financial advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Russell’s.
On an ideal weekend, you can find me:
Walking my Border Collie Pippa, doing a spot of gardening and perhaps watching a Cricket or football match.
My favourite holiday destination is:
My favourite song to play in the car is:
Tears For Fears- “Everybody wants to Rule the World”
The first album I bought was:
Duran Duran “Decade”
If I could be any fictional character, I would be:
If I could turn any activity into an Olympic sport, I would win a medal in:
When the dessert menu arrives, I’m looking for:
The Cheese board
The three qualities that draw me to new people are:
Honesty, humility, confidence
The best gift I’ve ever received is:
Tickets to the Ashes in Australia
The three small things that make my day better are:
Nice Coffee, a good walk, sunshine
The three people at my dream dinner party would be:
Shane Warne, Ian Botham and Ben Stokes