Paul is a Chartered Member of the Chartered Institute of Securities and Investments; a Chartered Financial Planner, and is a Fellow of The Personal Finance Society, Fellow of the Institute of Financial Accountants and Fellow of the Federation of Tax Advisers. He holds the Certificate in Discretionary Investment Management together with the below named qualifications and Paul also holds the CISI Level 4 Diploma in Investment Advice (Securities) and the Pensions Management Institute Certificate in Pensions Trustees Knowledge.
Paul is a life member of the international "Million Dollar Round Table”, the exclusive body representing the top advisers in the life assurance and financial services industry worldwide, and has previously achieved "Top of the Table” awards.
He is widely quoted in the national press, including the FT, Investors Chronicle, Daily and Sunday Times, Telegraph and the Observer and has appeared on BBC TV and Radio. He regularly speaks at seminars and has lectured on taxation matters and given expert opinion to court.
- AF5 Financial Planning Process
- G10 Taxation & Trusts
- G30 Business Financial Planning
- G60 Advanced Pensions
- J01 Personal Tax
- J10 Discretionary investment management
- R01 Financial Services, Regulation & Ethics
- R02 Investment Principles & Risk
- CISI Investment, Risk and Taxation Level 4
- CISI Securities Level 4
- SV1 Savings & Investments
6 Edgar Street
Telephone: 01905 725954
Fax: 01905 725958