Harry is based in Bridgwater and mainly covers the Somerset & Wiltshire areas. He provides advice on all aspects of financial planning including mortgages, protection planning & investments.
Harry gained his Diploma for Financial Advisers (Dip.FA) in 2018 after 2 years of training with Nexus. He also holds the Certificate in Mortgage Advice & Practice (CeMap), and is a Member of the London Institute of Banking & Finance (MLIBF). When not working Harry is a keen Golfer.
Harry's professional qualifications include:
The Statement of Professional Standing is required by the FCA and is renewed annually. An SPS can only be issued by an FCA appointed accredited body and confirms that an adviser:
Has adhered to a code of ethical standards
Holds the required qualifications for the activities they undertake; and
Has completed appropriate Continuing Professional Development activities and complied with the 'Statements of Principle and Code of Practice for Approved Persons'.
P: 01278 439494