Chartered Financial Planner
Paul has been a career IFA since graduating with an Economics degree in the 1980`s. As well as working for a number of IFA firms, he has worked for a firm of stockbrokers and was also a Regional Director of Grant Thornton LLP, one of the largest 5 UK accountancy firms.
Paul specialises in pre and post-retirement planning, including estate planning, taxation and trusts, power of attorney and care fees planning.
Paul has an interest in later life advice and is a member of the Society of Later Life Advisers.