Our IFAs

Bob Massey Robert Massey MD of Countrywide Estate planning IFA- B.Sc Dip P.F.S   TEP

Independent Tax and Financial Planner

Qualifications:

DipPFS - Diploma in Financial Planning                                                             

-   G10 Taxation & Trusts
-   G60 Pensions 
-   TEP- Trust & Estate Practitioner
 
-   28 years experience in Private and Corporate Financial Advice
 
Specialist areas of advice:
 
Onshore and Offshore Tax Planning Strategies; Wealth Management; Trust Review and Investment Advice, Diploma & Advanced qualifications in taxation, Trusts, Occupational Pensions, Specialist Pension (SIPP & SSAS) Savings & Investments, Long Term Care, Lifetime mortgages, Mortgages. Award in Long Term Care Insurance. RO1 Financial services, Regulation & Ethics

 

 

 

Adrian Cannell M.Eng Dip FA

Adrian Cannell IFA

Chartered Financial Planner

Qualifications:

- Chartered member of The Personal Finance Society
- Dip FA - Diploma for Financial Advisers

Specialist area's of advice:

Pension advice including specialist areas such as occupational transfers, SIPP, SSAS and Section 32 contracts
Equity Release 

 

Brian Styring - B.A.   B.Phil. Dip FA

Brian Styring

- Member of the Personal Finance Society 
- Independent Financial Adviser for 24 yrs
 
Specialist area's of advice:
 
Investment advice and Portfolio management,Retirement planning.Tax and Trust planning strategies
Mortgage advice, Equity release,Long term care

 

 

 

 

 

Spencer Tattam  BA (Hons)Spencer Tattam . Dip PFS. TEP

Independent Tax and Financial Planner

Qualifications:

- Dip PFS - Diploma for Financial Advisers
Onshore and Offshore Tax Planning Strategies, Trustee Investment work
-   TEP- Trust & Estate Practitioner

 

 

 

Tim Whitehouse Bsc (Hons) Dip PFS.

Independent Tax and Financial Planner

tim whitehouse

2:1 Honors Degree in Business Economics and Finance – Loughborough University

Qualifications:

-  Dip PFS - Diploma for Financial Advisers

- J01 - 

- CEMAP

 

 

  

John Denyer BSc DipPFS    
                                              
Independent Tax & Financial Planner.
                                              
Qualifications:
-   Diploma in Financial Planning                                                           
-   CII Statement of Professional Standing
-   Member of the Personal Finance Society
 
-   21 years experience in Private and Corporate Financial Advice
 
Specialist areas of advice:
 
Holistic Financial Planning including, Wealth Management Strategies, Retirement Planning,
Personal and Business Protection, and Estate Planning. FSCS /FOC Claimes resolutions.