The Directors

Paul Barnard Dip PFS, Certs CII (MP & ER), Aff SWW
Director and Independent Financial Adviser

 

"I hold the Advanced Financial Planning Certificate and specialise in investment, long term care fees, equity release and Inheritance Tax planning. I have specific qualifications in each of these areas awarded by the Chartered Insurance Institute.

Joining the financial services industry in 1983 I have held a variety of advisory and management roles with both local and national companies.

Following the Legal Services Act 2011, I trained under the Society of Will Writers and qualified to accept client instructions on Wills, Family Trusts and Powers of Attorney.

In December 2012 I obtained my 'Statement of Professional Standing (SPS)' from The Chartered Insurance Institute, well ahead of the Retail Distribution Review deadline of January 2013"  


Kevin Reynolds Dip PFS, Certs CII (MP&ER)

Director and Independent Financial Adviser


"I find that I can spend my working days doing what I enjoy most - leaving the office behind and talking to and advising our clients.

I joined the Financial Services industry in 1986 and ran my own company back in Coventry before moving to Norfolk in 2000. Together with Paul I was a Director of Bracondale Financial Services (IFA) Ltd. here in Norwich.

I hold the Diploma in Financial Planning and am a member of the Personal Finance Society. Living near to the Norfolk/Suffolk border, I am ideally located to look after clients across the Norfolk and Suffolk area. I am also qualified and authorised to advise on Long Term Care Fees"