Paul has been working in the financial services industry since 2000, within assurance, banking, stockbroker and wealth management sectors, and since 2007 as an Independent Financial Adviser.
While specialising in retirement planning, Paul advises in all areas of financial services, including pensions, Auto-Enrolment qualifying pension schemes, investments and protection to meet clients’ current and future goals and aspirations.
Paul aims to build long term relationships with clients, giving them quality, holistic financial planning, with a personal face to face service.
Diploma in Financial Planning (DipPFS)
Award in Long Term Care Insurance