Fellow of the Personal Finance Society
Maurice provides a completely independent financial advice service, often but not exclusively dealing with matters of:
Following several years as a successful Retail Sales Manager, he joined Standard Life in 1996, moving from general consultancy to the Wealth Management division in 2000, around the time of gaining his Diploma.
An Independent Financial Adviser since 2004, Maurice has continued to build his clients entirely through referrals from existing clients or local professional connections. Maurice achieved the Advanced Diploma in 2006, allowing the use of designation APFS, Associate of the Personal Finance Society, and was awarded the status of Chartered Financial Planner in 2008. In 2018 Maurice achieved the status of Fellow of the Personal Finance Society with the designation FPFS.
Maurice is an integral part of the Corporate team, nominated for Money Marketing Corporate Advisers of the year award.
Maurice holds the following qualifications:
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Get in touch to contact this financial adviser directly.
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