Gee and Watson

Howard Walters Chartered Financial Planner

Location: Heswall Office

Howard joined our advisory team in June 2004. He started his financial services career in 1995, learning the hard way via administration, customer services, account management and broker consultancy, before stepping across to an advisory role in 2004. In every organisation there’s one academic who thrives on study. Howard is ours. Howard has achieved his Financial Planning Certificate, Advanced Financial Planning Certificate, Advanced Diploma in Financial Planning, for which, Howard received the certificate for the 'best result' in 2011 at Diploma level from the Insurance Institute of Liverpool.  More recently has gained ‘Chartered Financial Planner’ status.

Although an advisory all-rounder, he specialises in ‘all things pensions’, achieving an unbelievably rare ‘Distinction’ at Chartered level. Although Howard has achieved well in excess of any FCA requirements needed to provide specialist advice, we are please to announce that Howard has successfully achieved 'Fellow of the Personal Finance Society' status of which there are only a few elite members in the UK.