BA, APFS Cert CII (MP) – Director and Chartered Financial Planner

peter

CII-Corporate Chartered FinPlanners 872

Background

After graduating in electronic engineering, I started my career in TV broadcast engineering with the IBA where I first met Mark Jacobs. I then moved into a broadcast sales position before running a business division with ntl (now Virgin Media) as Director of Mobile and then with with Arqiva as Head of Mobile Data.

I have always enjoyed managing my own financial affairs and started planning for a career change in 2010 and began taking my financial planning exams. I finally moved into financial services in 2012 and applied to the FCA to set up Jacobs and Harris Limited as a directly authorised financial advice company. I have no preconceived ideas about the industry and strongly welcome the changes brought about by the Retail Distribution Review (RDR) that have imposed higher levels of qualification, professional standing and customer care. I bring a wealth of management and business experience to the company and coupled with my financial planning qualifications can provide clients with informed and wide ranging financial advice. I completed the Advanced Diploma in Financial Planning in 2015 and continue working towards Fellowship of the Personal Finance Society.

Professional Qualifications

BA Honours Degree in Engineering

Advanced Diploma in Financial Planning (APFS)

Cert CII (MP)

CF1 – UK financial services, regulation and ethics

CF2 – Investment and Risk

CF3 – Financial Protection

CF4 – Retirement Planning

CF5 – Integrated financial planning

CF6 – Mortgage Advice

R02 – Investment Principles and Risk

R03 – Personal Taxation

R08 – Pensions Update

J04 – Pension Funding Options

J05 – Pension Income Options

J10 – Discretionary Fund Management

AF1 – Personal Taxation and Trusts

AF3 – Pension Planning

AF4 – Investment Planning

AF5 – Financial Planning Process

Service Areas

Pre- and Post-Retirement planning and specialist pension transfer advice

Tax efficient investment planning

Inheritance Tax mitigation strategies

Comprehensive financial planning, including to high net worth individuals

Personal protection

Executive Benefits, planning and protection

Business Protection (debt, continuity & shareholder)

Personal

I am married with two children. I am a keen skier and play squash at Rhiwbina Squash Club.