‘I still have clients now from this early period. You became a close friend of the family, somebody liked and trusted with their money.’
A brief time working as a Direct Salesman for Canada Life meant he was essentially ‘looking after a small client bank’. From an early time in his career he always wanted to be self-employed, and build up his ‘own’ business. In the year 2000 he started as an Independent Financial Adviser under the wing of one of the main firms, providing true independent advice building up his own clients who frequently sought help and advice.
In 2005, after many years of working self-employed, and yet always ‘for other people’, he formed Credencis.
For many years he had been predominantly advising his own clients with their pensions, both funding their retirement, and then advising them of their options in retirement. I decided at this point to build the Credencis that people will recognise today which is essentially a ‘pension drawdown specialist’, helping clients from the age of 55 and beyond with their pensions. Brian qualified as a ‘Pension Transfer Specialist’ allowing him to advise in the ‘complex’ area of transferring Defined Benefit/Final Salary Schemes.
Away from ‘pensions’ I love to travel, in particuartly watch live music, and also spend time with my family, and swim as often as I can.