About Paul
With 15 years experience in Financial Services with Standard Life and latterly Prudential/Vitality, I have always been able to provide a tailored service to each individual client. Understanding that no two people’s lives or financial situation are exactly alike, it is important to tailor-fit a personal plan to suit each individual client’s goals and needs.
My clients expect me to do the very best for them in all aspects of financial planning; be that medium and long-term investment, pensions, savings and estate planning in the most tax efficient and cost effective manner. Impartial and individual advice is essential to maintain integrity and professionalism at all times.
Qualifications
- CISI Level 3 – International Certificate in Wealth & Investment Management
- CII – AWF – Award in Financial Planning
- CII – IF7 – Healthcare Insurance Products
- Member of Chartered Institute for Securities & Investments
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