Wayne has remained committed to providing a valued service to his
clients since entering the financial services profession over twenty
years ago. Initially beginning his career at Target Life, Wayne moved
onto Commercial Union where he became one of their leading consultants
specialising in the investment and corporate market.
Whilst at
Commercial Union, Wayne obtained his Membership of the Personal Finance
Society by Diploma and also his Pension Management Institute Law
Examination. Wayne holds the Advanced Financial Planning Certificate
for Taxation and Trusts, Savings and Investments and Supervision & Sales management. Recently, Wayne has passed the
Pension Simplification examinations.
Wayne is the former Regional Chairman of the LIA, now known as the
Personal Finance Society, the Professional Association for Financial
services.
Whilst continuing to utilise his special knowledge,
Wayne advises upon Estate Planning, and Independent Financial
Advice.
Wayne has a teenage son Aaron, and although born in Watford, has lived
in Buckinghamshire for the last thirty-five years. Having gained
valuable experience working with other organisations, Wayne together
with his business partner Phil decided to establish their own practice
in order to continue to develop the beliefs in providing a valued
professional service to both new and existing clients.
Hard work and the willingness to go the extra mile coupled with an
attention to detail has seen Wayne continue to expand his business
through referrals from satisfied clients as well as professional
accountancy connections.
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About Orchard