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Chris has 20 years experience in financial services predominately working with pension and investment specialist providers. In this time he spent 14 years calling on other Independent Financial Advisers and therefore knows the good the bad and the ugly! His role with Optimum Financial Solutions is to provide pensions and investment advice. He is G60 qualified which allows him to advise in relation to all aspects of pension planning. In addition Chris is IMC qualified and is a member of the UK Society of Investment Professionals. The IMC is designated by the Financial Services Skills Council (FSSC) as an appropiate examination for a number of regulated activities including:
- Managing Investments
- Advising on Investments
- Overseeing the safeguarding and administering of Investments
- Acting as a discretionary fund manager
Both qualifications are highly recognised within the financial services industry.
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Peter has 16 years experience in financial services and set up Optimum Financial Solutions in 1999. His role with Optimum Financial Solutions is to provide corporate advice, including share protection and commercial finance. He is also responsible for setting up professional connections with local accountants and solicitors. Peter is a founding member of the Chelmsford BNI, a local business breakfast club and a member of Chelmsford Golf Club.
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Frank has 16 years experience in financial services and helped Peter set up Optimum Financial Solutions. His role with Optimum Financial Solutions is to provide independent residential mortgage advice alongside the various forms of protection.He is particularly active in helping those who have had previous financial difficulties, obtain finance. Frank is a member of the Bishop's Stortford BNI as well as a member of BSBC (Bishop's Stortford Business Club).
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Julia has 19 years of financial services experience and has been with Optimum Financial Solutions from inception.She provides valuable administrative support to the company and our clients. |
