Bernard is a highly qualified adviser with over 35 years’ experience in financial planning and sales management.
A STEP Affiliate and Associate Member of SOLLA, Bernard is a specialist in retirement strategies, family inheritance and succession planning. He advises individuals and business owners with complex financial planning issues, helping them achieve their goals. As Director of Operations in the financial planning department, Bernard’s wealth of experience is demonstrated in the way he efficiently manages the department’s operations and comprehensively advises clients.
Aside from work, Bernard’s interests include playing the guitar and boxing. He also enjoys engaging with his local community.
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