Paul is based in Bristol and covers all aspects of financial planning, including investments, protection planning, mortgages and equity release.
Paul has been in the financial services industry for over 30 years, and before joining Nexus in 2013, he was an Independent Financial Adviser running his own business since 2006. When not working he is a keen golfer.
Paul provides financial planning advice on all areas, but specialises in Business protection (Key Person insurance, Relevant Life Policies, Director Share Purchase arrangements and Partnership Protection, Group Death in Service and Group PPP).
Paul's professional qualifications include:
The Statement of Professional Standing is required by the FCA and is renewed annually. An SPS can only be issued by an FCA appointed accredited body and confirms that an adviser:
Has adhered to a code of ethical standards
Holds the required qualifications for the activities they undertake; and
Has completed appropriate Continuing Professional Development activities and complied with the 'Statements of Principle and Code of Practice for Approved Persons'.
P: 01278 439494
Providing a good service is important and so we're delighted to receive positive feed back from clients. Here's what a couple them have to say about Paul.