Beyond the money

Brian is considered to be one of the UK's leading experts in the field of life and Financial Planning education. At the beginning of 2010 Brian developed A Master's Degree in Financial Planning in conjunction with Manchester Metropolitan University. This is the only Masters Degree for FP's any where in the world!

Brian is developing a range of educational programmes designed to help traditional financial advisers and planners transform their business into a third generation Financial Planning firm i.e. one that combines high level financial competence along with high level Customer Relationship Management (CRM) competence.

Chairman, Liverpool Region at Federation of Small Businesses

Main Board Director at IFP - Institute of Financial Planning

Chief Executive at The Financial Planning Training Company Ltd

Managing Director at Babecs Consultancy Ltd