Dale's Qualifications: Award in Pension Transfers, Diploma for Financial Advisors, Certificate in Mortgage Advice & Practice, Certificate for Financial Advisors, Certificate in Regulated Equity Release
Dale joined the Company in September 2006 having previously worked for a high street bank with a view to expanding his knowledge and skills in relation to finance.
Dale is a financial planning specialist, authorised to advise in all areas of financial planning including Mortgages, Protection, Investments and holds specialist qualifications in both Lifetime Mortgages (equity release) and Occupational Pensions. He prides himself on providing an extremely high standard of client care.
In April 2016, Dale was very proud to become a shareholder of the business having enjoyed a 10 year career with the company. He made the leap in April 2020 to Director and is now responsible for several areas including the trainee programme of the business, an area he is passionate about having “come through the ranks” himself.
When not at work, Dale can usually be found enjoying time with his family… If he is allowed out on his own, you’ll find him whizzing around one of the UK’s race tracks in something on wheels!
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