Paul Rennolds

Independent Financial Adviser

Paul Rennolds

Career Profile

Paul has worked in financial services for almost 20 years, beginning his career in 1996 with a local firm of Independent Financial Advisers. Paul qualified as an Adviser himself in 1999.

In 2004 Paul moved to Lloyds TSB where he worked for 3 years at various branches within the North East giving personal financial advice.

Before joining Active in 2015, Paul spent the last 6 years working with a Chartered Accountancy Practice in the Richmond area, providing advice mainly to owner managed companies.

Key Services

In his role at Active, Paul deals with advising individual clients and owner managed businesses on various areas including pensions and investments.  More recently, this includes guidance and advice on the ever changing pensions environment to ensure that clients receive the most suitable advice for their circumstances.

Paul deals with a significant number of clients in the years leading up to retirement to correctly structure their investments and pension up to and in to retirement.

“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

-Diploma in Investment Planning (Dip IP)

-Financial Planning Certificates (1, 2 & 3)

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

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