Paul is an Independent Financial Adviser and Registered Individual of the firm and has been in the Financial Services industry for more than 30 years, working as an IFA for the last 17 years.
Paul also acts as a Mortgage Broker to his clients with services offered in the Residential and Commercial market place, obtaining the best financial solution to their needs.
Paul works closely with his clients in assisting in their wider wealth management, retirement funding and long term financial planning.
Paul has the following qualifications:
- Diploma in Financial Planning
- CeMAP – Mortgage Advice
The FCA requires that all Retail Investment Advisers now hold a Statement of Professional Standing (SPS). This confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities that they undertake and has completed appropriate CPD (continued professional development) you can view Paul’s certificate in the following link –