If you'd like to send me a question or query, I'm happy to see of I can help, just please make sure that your email address is right so I can get back to you.

If you'd like to call, then the receptionists are on duty from 8:30 - 5:30 Monday to Friday, and then on Saturdy from 9:00 - 12:00 in case you want to leave me a message.
I don't work weekends, but if you call in the week and if I'm free, they'll put you through to me, whether I'm at my desk or out on my mobile. If I can't be reached, then do please leave your details and a brief message with them and I'll get straight back to you as soon as I can.
 
 




 

The Personal Finance Society
This is the consumer information and education section of the professional body that authorises me.

My PFS Profile
This confirms that I hold a current Statement of Professional Standing - which is my annual licence to practice - and that I have been awarded their Later Life Advice specialism.

The FCA Register
Giving financial advice is what is termed a 'regulated activity' and only those who are properly qualified may do this. The government regulator, the Financial Conduct Authority, keeps a register of all firms and individuals who have been approved.
My firm is authorised under reference 491847 and I have an individual registration number of CPB00001

ACFA - The Association of Christian Financial Advisers
I currently act as Treasurer for this organisation that aims to bring together Christians working in the financial advice profession.

Age UK - Bexley
I volunteer as a member of the Board of Trustees and as Hon. Treasurer for this local charity which focusses on the needs of the older residents in the borough and which offers information and advice on a wide range of issues as well as running pop-in parlours, a handyman service, wheelchair hire, and nail clipping.

CAP
Christians Against Poverty is a national debt counselling charity with a network of 102 centres based in local churches. CAP offers hope and a solution to anyone in debt through its unique, in-depth service.