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Recruitment Other Opportunities

Barry Allaway - Senior Consultant - Bristol

Qualifications

Chartered Insurance Institute:

  • Associate of the Chartered Insurance Institute (ACII)
  • Financial Planning Certificate
  • Advanced Financial Planning Certificate:
    • K10 Retirement Options
    • K20 Pension Investment Options

Experience

Barry has worked in financial services since 1963 with particular reference to Occupational Pension Schemes, but later broadened into full financial planning.

He was Branch Manager of Bain Dawes/Bain Clarkson and Hogg Robinson /Towry Law at Plymouth between 1978 and 2001.

Barry is a pension specialist first & foremost, dealing in SSAS & SIPP's, as well as group arrangements. He is licensed for Retirement Options work.

He also specialises in dealing with the Legal profession and enjoys a good level of referred enquiries from this source. A significant amount of business which is referred to him is in respect of Trust assets and investment work.

Specialisation

Group Pensions, SSAS / SIPP's and investment planning.

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