Paul has been a financial advisor since 2000. He has worked in the bank assurance sector (Bank of Scotland) and for Co-operative Insurance. He has a degree in Business Administration (with Spanish) and is diploma qualified. Paul has been an independent financial since 2008. Paul is experienced in all areas of financial planning- investments, retirement planning (including pensions, annuities and drawdown), estate planning and protection.
Jared has a wealth of knowledge in investment research and portfolio construction having previously worked in the Investment Services Division for UK Portfolio Management Ltd. Jared has a number of qualifications including a Level 6 Diploma from the Chartered Institute of Securities and Investment and as such has the designation of 'Chartered Wealth Manager'.
Jared has a wealth of knowledge in investment research and portfolio construction having previously worked in the Investment Services Division for UK Portfolio Management Ltd. Jared has a number of qualifications including a Level 6 Diploma from the Chartered Institute of Securities and Investment and as such has the designation of 'Chartered Wealth Manager'.
Services
Some of us might never have invested before and it can be quite daunting trying to understand the myriad of options available. We will help you devise a strategy and find appropriate products to suit your needs. Whilst some of us prefer the security of deposit accounts, others want the potential for greater growth achieved through investments.
Most of us would like to retire early but this is becoming increasingly difficult without effective retirement planning. The government have already extended the State Pension age and as the state find it increasingly difficult to provide for an ageing population private pension planning is becoming increasingly important.
Protecting those who matter most to you is probably the most important area of financial planning. Ensuring your loved ones are provided for in the event of premature death, critical illness and other health challenges, will provide you with peace of mind.
We cover all areas of protection including life cover/ mortgage protection, critical illness cover, income protection (in the event of being unable to work through ill health) and Private Health Insurance.There are many products available across the market and establishing which products and features best suit your needs can be quite daunting.
We cover all areas of protection including life cover/ mortgage protection, critical illness cover, income protection (in the event of being unable to work through ill health) and Private Health Insurance.There are many products available across the market and establishing which products and features best suit your needs can be quite daunting.
We offer independent, face-to-face mortgage advice for a whole range of different mortgages including residential, buy to let, . We use the latest software to search the entire market to source the most appropriate and cost effective mortgage for you to ensure that we offer the very best advice. Following our initial meeting we will offer the very best service to progress the application quickly and efficiently right up to the release of funds.
We offer a thorough Estate Planning service to help address any potential Inheritance Tax bill. With careful planning we can help you to reduce or eliminate your potential IHT bill whilst still remaining in control of your assets. Each individual has a tax free allowance, known as the Nil Rate Band, under which there is no inheritance tax liability.
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