Beryl is a Consultant and Independent Financial Adviser in Nelsons’ Investment Management team.
Areas of Expertise
- Investment advice for individuals and trustees
- Life insurance advice
- Mortgages and equity release
- Pensions and retirement planning
- Advice on long-term care
- Cash flow modelling
Professional Information
- Member of the Chartered Insurance Institute (CII)
- Mortgage and equity release qualifications – Certs CII (MP & ER)
- Statement of Professional Standing awarded by CII
- Award for Long-Term Care Advice issued by CII
- Member of Solicitors for Independent Financial Advice (SIFA)