Diploma in Regulated Financial Planning (DipPFS)
CeMap
A career (since 2013) spent within in the financial services industry, past experiences including providing advice on a range of pension, investments, tax, insurance, mortgage and estate planning.
Manny has previously worked for Coventry Building Society and for an IFA firm before joining Succession.
Manny is currently studying towards becoming a Chartered Wealth Planner.
I am a relatively new father to a son, a family of 3. In my downtime, I enjoy keeping active playing football, golf and running/cycling where possible and I enjoy travelling when I’m able to do so, experiencing and understanding different cultures.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.