Ceri joined Nelsons in February 2019 and supports our specialist Investment Management team.
Areas of Expertise
- Supporting our team of Independent Financial Planners and providing a detailed analysis and delivering quality recommendations to our clients, to help them meet their financial goals.
- All areas of financial planning including:
- Cashflow planning
- Retirement planning
- Investing for the future
- Inheritance Tax and Estate Planning
- Qualified member of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS)
- CMI Level 3 Certificate in Leadership & Management
- CII Diploma Level 4 in Financial Planning (DipPFS)
- CII Certificate Level 3 in Financial Planning (CertPFS)
- CII Certificate In Mortgage Advice
- CII Award in Pensions update
- CII Certificate in Life & Pensions