Meet The Team
Chartered Financial Planner
Paul has completed more than 20 years in the Financial Planning Profession, through this time he has accumulated a tremendous amount of experience and technical knowledge. He is Chartered Member of the Chartered Institute of Securities and Investments and holder of the Certified Financial Planner licence.
We Provide advice on all financial planning matters including Mortgage Finance, Equity Release, Investment Advice, Pensions, Auto Enrollment, Protection Issues – (Life & Health), and Group Schemes – (Life & Health).
Financial planning Administrator
Trainee Mortgage advisor
Accounts & admin support