Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.
Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained. As a senior manager, he led and supported the development of corporate pension and other group employee benefits schemes. His role developed further with the merger between the Sun Alliance and the Royal. In 1999 Fred joined City Financial Planning in a similar role. As the pensions market has continued to evolve his expertise is also now used to provide specialist one to one pensions advice to clients. He continues to provide corporate financial planning advice to businesses and business owners.
Our Locations:
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Main Office - 7 Hammet St, Taunton, TA1 1RZ
01823 423200
Business Name
City Financial Planning
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