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.
My favourite holiday destination….
I enjoy city breaks, especially New York.
My favourite way to relax….
I like to read autobiographies and contemporary fiction on my Kindle, the theatre and spending time with friends and family.