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CERTUS FINANCIAL PLANNING, 20 KATANA HOUSE,
FORT FAREHAM BUSINESS PARK, NEWGATE LANE,
FAREHAM, HANTS, PO14 1AH
TEL: 01329 822322...FAX: 01329 822324

Jim McIntosh
jim.mcintosh@certus-fp.com

Jim has worked in financial services all his working life, having spent eight years in retail banking he became a broker in 1982. Since then he has enjoyed success as a senior sales manager in direct sales and 1996 was a founder Regional Director at Inter-Alliance. In May 2002 Jim was appointed Operations Director for the company and was a key figure in development of Inter-Alliance as the UK's largest IFA firm. In August 2003 he set up his own IFA with the intention of getting back to personal client work and spending more time at home with his family and taking in the occasional game of golf and skiing holiday.

Richard Palmer
richard.palmer@certus-fp.com

Richard ended a 26 year career in the army in 1987 and began working in Financial Services. He has enjoyed a number of different roles from personal financial advice to Regional Sales Support management and head of compliance for a large mortgage network. He joined Certus Financial Planning in 2006 and specialises in Equity Release. Richard maintains a rigorous fitness program using the local gym.


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