Glynn Jones - Business Manager - Manchester
Qualifications:
Hull University BA (Hons) Politics/Sociology
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- G10 Taxation & Trusts
- G60 Pensions
- G20 Individual Financial Planning
- G30 Business Financial Planning
- K10 Retirement Options
- K20 Pensions Investment Planning
- CF5 Holistic Financial Planning
Certificate in Mortgage Advice and Practice
Experience
After graduation in 1982, Glynn commenced working in financial services as an Independent Financial Adviser, specialising in advice to high net worth individuals and businesses.
Over the years, Glynn has developed his role to take on management and leadership of the business, as well as continuing to provide advice to clients, preferably in holistic financial planning.
Specialisation
All aspects of pension including SSAS, SIPP, final salary and money purchase Pension transfers, retirement options including Drawdown, phased retirement and annuity purchase.