Paul Thompson

Tax and Estate Planning Consultant

Paul has been employed in the financial services arena for over 40 years, specialising in taxation and trusts for the last 30 years. He is a Fellow of the Chartered Insurance Institute, sits on the ABI Product Tax Panel and is a long-standing member of the Insurance Institute of London.

Patrick Kennedy

Tax and Estate Planning Consultant

With over 20 years experience, Patrick has worked in both Financial Adviser and Provider marketplaces. Latterly he worked in a Pensioneer Trustee practice and as a Technical Officer for a Mutual Assurance Society focused on solving IHT case scenarios, particularly from a tax and trust prospective. He is a Chartered Financial Planner.

Cathy Russell

Tax and Estate Planning Consultant

Cathy has worked in the financial services industry for over 20 years with experience in both financial adviser and provider marketplaces, specialising in taxation, trusts, estate planning and delivering training. She is a Fellow of the Personal Finance Society and a Chartered Financial Planner.

Jeremy Pearson

Technical Support Manager

Jeremy is a taxation, trust & estate planning specialist with over 30 years industry experience spent with various financial services companies. He is an affiliate of the Society of Trust and Estate Practitioners and can assist professional advisers with all aspects of wealth management.

Nigel Orange

Technical Support Manager

Nigel is a pensions specialist with over 25 years in the industry spent with major life and pensions providers as a broker consultant and product and distribution specialist.

Neil Jones

Technical Support Manager

Investment specialist with over 20 years financial services experience with life and pensions providers, an investment company and as an IFA specialising in pensions, investments and estate planning. Neil has been involved in product development, investment research and training.

Anthony Rothwell

Senior Technical Consultant, CLI

Anthony first started work in the Offshore Life industry in 1982 for Lloyd’s Life. He has nearly 20 years experience with Canada Life International, most of which have been in a technical capacity supporting sales, advisers and internal staff both pre and post-sale.

Hamish MacMurchie

Technical Consultant, CLI

Hamish has over 14 years experience in the offshore life industry mainly in the Technical Services department. He provides pre-sale and post-sale support to sales, advisers and internal staff.

Technical Services

Onshore:

Pre-sales

01707 422999

Existing Business

08456 060708

Offshore:

Pre-sales

01707 422999

Existing Business

01624 820377

Email:

Technical Services

Website:

www.ican-canadalife.co.uk