Profile
I have been working in financial services for over 35 years and I like to feel I have a wealth of knowledge as an independent Financial Adviser. I decided a long time ago that being qualified to the highest level was the correct way forward in this industry, having spent a lot of time on courses and exams, which is still an ongoing, as keeping pace with the current needs and wants in the market is very important.
We are a family run company with my Wife Christine Ball our Office Manager and my daughter Kealy Ball a qualified independent Financial Adviser. Our company is growing and it is exciting for me to see this process take shape.
Apart from playing golf, I like to spend my free time with my family and especially with our grandchildren, who keep me young, well I like to think so.
CII Financial Planning Certificate 1,2&3 – FPC
LIBF – Diploma for Financial Advisers – DipFA
LIBF – Level 6 Pension Transfers – PETR
LIBF – Certificate in Mortgage Advice and Practice – CeMAP
CII – Equity Release Qualification – ER1 – Cert CII (MP&ER)
Plus too many courses to mention for continuous professional development.
