He holds Chartered Financial Advisor status and the CII Level 6 Advanced Diploma in Financial Planning (APFS). In 2025, he was recognised by the Insurance Institute of Liverpool as one of its top three examination candidates. While Edward advises across all areas of financial planning, he has a particular interest in the NHS Pension Scheme and helping clients navigate its complexities.
Edward believes that while money can often seem complicated, understanding it is essential to achieving long-term financial success. He enjoys helping clients make sense of taxation, legislation, investments and financial planning, bringing everything together so they can make informed decisions with confidence. His goal is to handle the detail behind the scenes, allowing clients to focus on enjoying life while knowing their finances are working effectively towards their objectives.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.