I have been a Financial Adviser since 1989, 31 years man and boy. I started with Liberty Life and then after a couple of years joined Colonial Mutual who were renowned in the industry for their excellent training and development. Colonial was sold to an Australian company in 1999 who closed the company to new business so obviously had no need for advisers.
I at this point joined the ranks of the Independent Advisers first with a local company Webster's and then Phoenix Financial Planning Ltd joining some of my old collegues from Colonial. Puzzle Financial Solutions was created in February 2016 to allow restructuring of Phoenix and on 1st April 2019 Puzzle Financial Solutions LLP our new directly authorised company was created.
We are now fully autonomous allowing us to make the "best" recommendations and decisions for you, without outside influences. I am a fully qualified Financial Adviser holding all FPC Certificates and Level 4 qualifiactions. I also have a specialist qualificaition in Equity Release as well as my Mortgage advice qualifications.