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Meet the Team

At Global Financial Ltd, our team possesses a diverse range of professional expertise and qualifications, rendering us an optimal solution for a broad spectrum of financial products. We work as a team therefore you may work with one or more of the advisers below:

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Beverley has over 15 years’ experience in the Financial Services sector and is a member of both the Chartered Insurance Institute (CII) and the London Institute of Banking and Finance (LIBF).

Qualifications

Award in Pension Transfers AwPETR (LIBF), Diploma in Financial Advice DipFA (LIBF), Certificate in Long Term Care and Later Life Planning (LIBF), Tax, Trusts and Tax Compliance TTTC (LIBF), Certificate in Equity Release/Home Reversion (CII), Certificate in Mortgage Advice (CII).

Stuart has over 20 years’ experience in the Financial Services sector and is a member of the Chartered Insurance Institute (CII).

Qualifications

Diploma in Financial Planning (DipPFS), Certificate in Financial Planning (CII), Certificate in Equity Release (CII), Certificate in Mortgage Advice (CII), Certificate in Financial Planning and Lifetime Mortgage Activities (CII), Certificate in Financial Planning and Long Term Care Insurance (CII), Certificate in Life & Pensions (CII), Award in Long Term Care Insurance (CII).

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