Tricia Golden - Senior Consultant - Manchester
Qualifications
Chartered Financial Planner
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate:
- G10 - Taxations and Trusts
- G20 - Personal Investment planning
- G60 - Pensions
- G80 - Long-term Care & Health and Life Protection
- K10 - Retirement Options
- K20 - Pensions Investment Planning
- MAQ - Mortgage Advice Qualification
- CF9 - Pensions Simplification
- J04 - Pension Funding Options
- J05 - Pension Income Options
Associate of the Personal Finance Society (APFS)
Experience
Following a career, both employed and self-employed, in the food industry, Tricia joined the Financial Services industry in 1993. Initially with London Life, she then spent 7 years with NPI where she specialised in corporate, group and individual pensions. As well as pensions, Tricia advises on holistic financial planning including investment, protection, IHT and mortgages.
Tricia joined LEBC group in 2002.
Specialisation
Pensions, including transfers, pensions and divorce and retirement options including Alternatively Secured Pensions (ASP), pension fund withdrawal (USP) and enhanced annuities. Mortgages, including Buy to Let portfolios.
Your property may be repossessed if you do not keep up repayments on your mortgage.
You can choose how we are paid: pay a fee, usually 0.5% of the loan amount, or we can accept commission from the lender.
The FSA does not regulate some forms of mortgage and inheritance tax planning.