Barry Pearce (Dip) PFS - Consultant - Bristol
Qualifications
Chartered Insurance Institute:
- Advanced Financial Planning Certificate:
- G10 Taxation & Trusts
- G20 Personal Investment Planning
- G80 Long Term Care, Life & Health Protection
- MAQ - Mortgage Advice Qualification
Experience
Barry has been an IFA for over 20 years and a Sales Consultants for various Life Assurance offices previous to this.
His main areas of operation have been retirement and redundancy planning for individuals. Recently he has specialised in Inheritance Tax Planning for Wealth Management clients.
Barry is a pension specialist first & foremost, dealing in SSAS & SIPP's, as well as group arrangements. He is licensed for Retirement Options work.
Previously Barry was with Bishopscourt Financial Planning Ltd, which later became part of the Frizzells/Liverpool Victoria Group, before joining Berry Birch & Noble Financial Planning. He joined LEBC Group in February 2006.
Specialisation
Retirement, Investment, and Inheritance Tax Planning.
The FSA does not regulate some forms of Inheritance Tax Planning.