Bertrand is a Chartered Financial Planner with over 18 years’ experience in the financial services industry. His career started out working in mortgages then he progressed to paraplanning in 2005, where he worked for the national financial advice firm, Towry, for over 9 years.
During his time with Towry he acquired experience in holistic financial planning, investments, retirement planning and solutions, Inheritance Tax planning and protection. After leaving Towry, he moved to Malta to carry out a 6 month contract as a pension transfer specialist for UK expats living in Europe.
His responsibilities include report writing and providing technical research in a wide range of financial planning areas, with a particular focus on investment and pension reviews, retirement and estate planning strategies, and building cash flow forecasts.
In his spare time Bertrand enjoys socialising with friends, going to the theatre, watching live music and travelling to Europe. He is also a keen cyclist, taking part in numerous racing events throughout the year.