Over 38 years of advice — and still learning.
I’ve been working in financial services for over 38 years, and I like to think I’ve built up a real wealth of knowledge as an independent Financial Adviser. I decided long ago that being qualified to the highest level was the right way forward in this industry — a lot of time spent on courses and exams, which is still ongoing, because keeping pace with the market really matters.
We’re a family-run company: my wife, Christine Ball, is our Office Manager, and my daughter, Kealy Ball, is a qualified independent Financial Adviser. The company is growing, and it’s exciting to watch that take shape.
Away from work — apart from playing golf — I like to spend my free time with my family, and especially our grandchildren, who keep me young. Well, I like to think so.
Qualifications
- 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.