TECHNICAL CONNECTION ASSOCIATES

As well as our experienced and qualified employees, Technical Connection has developed an extensive range of formal associations with specialists to further enhance our ability to deliver the services that our clients needs to support and develop their businesses

The current Technical Connectionís specialist relationships are:

Actuarial and development programming

John Housden:

  • Fellow of the Institute of Actuaries (1981)
  • Former technical director, Hill Samuel Life Assurance.
  • Co-author to wide range of CII training material, including J04, J05, AF3 and AF4.

Main areas of work: Pensions, investment, tax planning and financial calculator programming.


Pensions and retirement planning

Paul Clark

Paul is a pensions specialist and is a chartered financial planner.

His past experience has been with Ernst & Young and Grant Thornton; J Rothschild Assurance (now St Jamesí Place), Cavanagh Group . Paul was also a Tax Officer for Lloyds Bank.

Paul specialises in all aspects of the pensions planning process and has considerable experience delivering specialist but highly practical adviser training and development on pensions and retirement planning.


Financial Planning strategy

Neil Williams

Neil has a number of industry qualifications including;

  • Associate of Chartered Insurance Institute (ACII)
  • Fellow of Personal Financial Society (FPFS)
  • Investment Management Certificate (IMC)
  • Chartered Financial Planner.

Role

Neil provides valuable support and insight to our business and clients on all aspects of the financial planning process including, in particular, taxation, trusts, pensions and investment. Neil also contributes strongly to the creation, development and maintenance of adviser and consumer facing financial planning tools.

Neil has over 35 years of experience in financial services, of which the last 15 years have focused primarily on providing in-depth technical support and guidance in complex matters involving pensions, investments, tax and trusts to IFAs, accountants, and solicitors.

Using his considerable knowledge and experience, Neil has developed a range of specialist financial planning calculators used by IFAs throughout the UK. The planning calculators also include financial modelling capabilities giving invaluable support to IFAs as they work with their clients throughout the financial planning process.


Nick Edwards

Nick specialises in advising on investments, trusts, tax planning, software development and financial planning strategy.

Nick's professional qualifications are:

  • Chartered Fellow of the Chartered Institute of Securities & Investment (ChFCSI)
  • Certified Financial Planner (CFPTM)
  • Fellow of the Personal Finance Society (FPFS)
  • Chartered Financial Planner.
  • Chartered Wealth Manager
  • Holder of the Investment Management Certificate (IMC) and a number of other financial planning exams