Tristan became part of the Financial Services Industry some 11 years ago when he joined Eagle Star in Cheltenham.
He initially trained in Pensions, spending time administering personal as well as executive pensions. With the change in ownership of Eagle Star Tristan took the opportunity to move to its parent company, Sterling where he trained in ISA’s and Investment Bonds to the IFA market. Promotion and experience moved Tristan with more responsibility into the team which specialised in Income Drawdown SIPPs and SASSs. This often complex and demanding area remaining one of Tristan’s specialist subjects to this day.
Tristan decided to take his detailed knowledge of Pensions and Investments into the IFA community by joining Robert Ward and Company in 2001. Tristan very quickly completed his qualifications to deal directly with the public and became registered as a Financial Adviser within the firm. Since then Tristan has built up many strong client relationships and a reputation for sound advice.
Financial Services Modern Apprenticeship, Financial Planning Certificate