Last week we welcomed a new member to the Pensionlite team, and someone who will bolster us with industry experience and knowledge.
Rodney Ings has over 30 years’ experience in both onshore and offshore and is an Associate of the Chartered Insurance Institute and Fellow of the Personal Finance Society.
“I am thrilled to have joined such a well-respected and growing local business like Pensionlite,” said Rodney.
“The chartered status of the firm and the calibre of current advisers and management was a big draw.
“Pensionlite is currently expanding its face to face holistic advice proposition offering a full wealth management service to existing and new clients, which plays to my strengths and was a good fit.”
Operations director Sharon Purewal said: “We’re thrilled to have someone with Rodney’s experience join the team.
“Rodney also specialises in covering investments, pensions, IHT planning and protection – and his industry knowledge will be extremely valuable to the company.”
As part of the ongoing plan to develop and grow the business further, we became a strategic partner of Intrinsic Financial Planning – who are one of the UK’s largest distributors of financial advice.
If you need help or advice with your pensions and investments get in touch with the team at firstname.lastname@example.org