Paul has worked in the financial services industry since 1990. During this time he has accumulated a wealth of knowledge and experience enabling him to provide advice and guidance to our clients regarding their investment and pension needs.
He holds the Diploma in Financial Planning (DipPFS) and the Certificate in Mortgage Advice and Practice (CeMAP). Paul is studying towards further qualifications, this ongoing development ensures he is able to provide a high standard of advice and service.
A key part of Paul’s role is to guide clients through their pension and investment options when helping them make plans to secure their future. He also participates in the presentations we provide for police officers.