Bernard Lovesy
Independent Financial Adviser
Salisbury | Tel: 01722 331 241
Qualifications
- HR1: Home Reversion Plans
- ER1: Equity Release
- CF2: Investment and Risk
- CF6: Mortgage Advice
- CF7: Lifetime Mortgage Activities
- CF8: Long Term Care Insurance
- CF9: Pension Simplification
Bernard is a member of the Chartered Insurance Institute and holds the certificate in Life and Pensions and is a certified member of the Mortgage Professionals Society. He holds the Advisers Financial Planning Certificates 1, 2 and 3 and has completed the UK Social Investment Forum’s Green & Ethical Investment Course for Financial Advisers.
Bernard Lovesy's LinkedIn profile
“We have, since we were first introduced to Barchester Green Investment, always been appreciative of the help and advice we have received from Bernard Lovesy. We are confident that our funds are invested so as to meet out ethical concerns, as well as providing us with satisfactory returns.”