Risk Manager & Chartered Financial Planner
Dale has worked in financial services for more than 20 years. In 2022, he achieved Fellowship status with the Chartered Insurance Institute (CII) and became a Chartered member of the Chartered Institute for Securities & Investment (CISI).
His expertise lies in workplace pensions, having worked with dozens of regional and national firms to help set up and maintain their workplace pension schemes. Dale sees it as a huge privilege to be tasked with ensuring that hundreds and thousands of employees have good-quality and well-performing investments:
“We all look forward to retirement, and it’s been great to see so many people achieve their goals over the years. Regardless of the size or structure of the business, or the number of employees, I’m able to offer advice and support to make sure your legal requirements are being met and that your employees have benefits they can be proud of.”