Ed has worked in the financial services profession since 2003 and joined HDA in 2007.
We strongly advise that you check the credentials of any financial professional that you are considering working with. You can see Ed’s Statement of Professional Standing (SPS) certificate by clicking the link below:
I work with individual (rather than workplace) clients to help them with their investment and retirement planning. I enjoy helping those approaching (and in retirement) to navigate their way to achieving their financial goals.
Outside of work, I spend as much time as possible with my young family. I enjoy eating out and socialising but I also enjoy keeping fit, running and the odd game of golf.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
The objective of this pension transfer qualification unit is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.