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Catherine Briers

Catherine Briers of Optimal Planning Ltd is based in Salisbury. Catherine has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Barchester Green Ltd11/09/2006 to 30/03/2007
Origen Financial Services Limited01/03/2005 to 30/03/2005
Origen (WR) Limited10/06/2002 to 01/03/2005
Mansfield & Co22/03/2001 to 06/06/2002
Investment Strategies (UK) Limited01/12/2001 to 06/06/2002
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.