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 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.