Diploma in Financial Planning (DipPFS)
Certificate in Mortgage Advice - Cert CII (MP)
Certificate in Equity Release - Cert CII (ER)
Paul has been working in financial services for over 10 years and is a Wealth Planner. Paul provides a holistic financial planning service, providing advice on pensions and investments.
"I'm an avid Leicester City fan which takes up a lot of my time, as do my wife and daughter."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
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