Barra has more than 15 years of financial services experience, with ten years advising clients. Previous roles include working as a Pension Technician for the Prudential, Financial Adviser with Barclays Wealth and as an Independent Financial Adviser with the national advice firm Positive Solutions.
Barra has:
- Experience in core advice areas, as well as specialism in retirement financial planning and later life wealth management
- Achieved Chartered Financial Planner status
- Received the Special Award from the Insurance Institute of Northern Ireland for achieving exceptionally high standards across the Chartered examinations
- Membership of the Personal Finance Society (PFS)
- Fully accredited membership of the Society of Later Life Advisers (SOLLA)
- Fully accredited holder of the SOLLA Retirement Standard for advice
- Worked across all client areas and specialises with – private clients, families, charities, and corporate entities
- Interests include running, reading and spending time with family
Specific Skills:
- Later life financial planning
- Wealth management
- Near and post retirement planning
- Wealth preservation