I specialise in….
Pensions, mainly corporate and group pensions – from their inception and day to day running, to the individual requirements of members at retirement.
I am really good at….
Communicating with clients of all levels, Company Directors, Senior Management and company employees.
A bit of background….
I joined Perspective (North East) as a result of their acquisition of Galloway Whitfield (Life & Pensions) Ltd where I worked with Alan Galloway for over 30 years.
It’s a new challenge being part of a larger firm, but comforting to experience that the style and quality of service we delivered as Galloway Whitfield will continue uninterrupted here at Perspective (North East).
Other areas of expertise….
I also have substantial knowledge of employee benefits such as Group Life and Group Income Protection Schemes and also manage our large ‘Clients of’ Group Private Medical Insurance Scheme.