Balancing work with semi-retirement, Ed has been a key driver in getting our Paraplanning Team up and running, and managing the day to day accounts of the business.
His great eye for detail, ensures all our documents, procedures and accounts are running smoothly, so that our advisers can focus entirely on servicing our clients.
With over 30 years experience as a Finance Manager and not long settled into retirement, we soon convinced him to come back to run our books and head our Paraplanning team.
His many years of Accounting and Management experience make him an asset for running our Paraplanning team and ensuring all documents, compliance, procedures and accounts are in place.
His formal qualifications include; Financial Management Program 1981 (Equivalent to Diploma), Management Practices Course, Personal Development Programme, Commerce (Accounting Procedures) Certificate, Fitting & Machining Trade Certificate 1966.
Developing efficient finance systems and recommending improvements to systems and processes ensures an efficient business matrix.