Expertise

Fin is a financial planner at Titan Wealth Planning, currently working towards achieving his Chartered Adviser status.

He has eight years’ experience in the financial services industry, with time spent in administrative, technical and compliance based roles. Fin advises on pensions, investments, and protection planning and works closely with clients to help achieve their bespoke financial objectives.

Professional Qualification

CII Level 4 Diploma in Regulated Financial Planning

CII Level 4 Certificate in Discretionary Investment Management

CII Level 3 Certificate in Mortgage Advice

CII Level 3 Award in Financial Administration

Personal

Fin lives in Bristol and enjoys spending time on the west coast of Scotland.