Advising in the area of pensions and retirement planning, with a specific focus on helping clients deal with investments and estate planning issues involved in intergenerational planning.
Time with FPC
Bernice joined Mark and Moira in 1997. She became a partner in 2010.
To ensure FPC leads the way through continual technical development and a commitment to satisfying client needs, particularly in the retirement and pension planning arena where so many changes are taking place.
Bernice enjoys nothing more than taking time out with her family and their dogs to go walking in the Lake District. She keeps fit, dabbles in some occasional gardening and has even been known to grow her own veg!
Qualifications and membership
Degree in Mathematics at Birmingham University
Chartered Financial Planner
Fellow of the Pensions Management Institute
Affiliate of the Society of Trust and Estate Practitioners
Member of the Institute of Financial Planning