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Paul has worked in financial services since 1986. He has spent the last 19 years as an Independent Financial Planner, helping clients to secure their financial future.
Today, Paul is our Investment Manager as well as a Certified Financial Planner in Birmingham and Sutton Coldfield, in charge of implementing our investment management service known as Portfoliosense®.
Paul likes his steak blue and his rock music heavy, particularly if it’s live (he loves attending gigs when he gets the opportunity). He also loves to travel, watch films and spend time with friends and family. That is if you can get him away from the rugby pitch long enough!
The winner of the prestigious National Amateur Rugby Player of the Year Award, you’ll find Paul in a ruck or lineout every Saturday for Aston Old Edwardians; a team he has represented over a thousand times.
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.
You can view Paul’s entry on the FCA Register by clicking here.
You can view Paul’s SPS by clicking here.
K20 – Pensions Investment Options: This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
J07 – Supervision in a Regulated Environment: At the end of this unit, candidates should be able to demonstrate an understanding of: the supervisors role in a regulated organisation; recruitment, training, attaining competence, maintaining competence and supervising competence; management information and performance standards; Financial Conduct Authority rules and guidelines in respect of competence and supervision; the legal and regulatory aspects of employment and supervision.
SV1 – Saving and Investments: This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
CF1 – UK Financial Services, Regulation and Ethics: This examination assesses knowledge and understanding of the purpose and structure of the UK financial services industry.
CF2 – Investment and Risk: This examination assesses a knowledge and understanding of investment products and the risks involved.
CF3 – Financial Protection: This examination assesses a knowledge and understanding of financial protection plans.
CF4 – Retirement Planning: This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF5 – Integrated Financial Planning: This examination assesses a knowledge and understanding of the concepts and products from across the financial planning industry.
CF6 – Certificate in Mortgage Advice: This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF9 – Pensions Simplification: This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
FP1 – Financial Planning Certificate Paper 1: Part one of the nationally-recognised Financial Planning Certificate.
FP2 – Financial Planning Certificate Paper 2: Part two of the nationally-recognised Financial Planning Certificate.
FP3 – Financial Planning Certificate Paper 3: Part three of the nationally-recognised Financial Planning Certificate.