Career Profile
Paul has worked in financial services for over 25 years, beginning his career in 1996 with a local firm of Independent Financial Advisers in Darlington. Paul qualified as an adviser himself in 1999 having worked his way through the various roles in the industry to gain valuable experience.
In 2004 Paul moved to Lloyds TSB where he developed his knowledge and experience working for a large financial institution providing advice to clients across the north east. Having worked for a large company, Paul moved to independent advice working closely with accountants to provide advice to mainly owner managed businesses.
Paul joined Active in 2015 and currently advises both individual clients and owner managed businesses on a holistic basis.
Key Servces
Paul advises both individual clients and owner managed businesses on various areas, including retirement planning, investment and estate planning. The introduction of pension freedoms has led to this area of business increasing significantly.
Paul’s particular specialism is in the provision of advice for retirement planning to clients who have built up retirement funds and require greater structure and tax planning moving forward towards and into retirement.
“I have found that working closly with my clients’ accountants over the years has led to greater positive client outcomes which is something I am very passionate about” says Paul
“A lot of the advice given to clients is driven by tax, assisting them in mitigating income, capital gains and inheritence tax” says Paul
Qualifications
-Pensions & Retirement Planning (RO4)
-Financial Services Products & Solutions (LP2)
-Diploma In Investment Planning (Dip IP)
-Financial Planning Certificates (1,2 & 3)
