What can Paul do for you?
Skills & Areas of Advice
- Pension and retirement planning
- Private school funding plans
- Wealth management
- Investment and pre-retirement planning
- Inheritance taxation planning
- Protection for loved ones and dependants
Qualifications
- DipPFS - Level 4 Diploma in Financial Planning
- Cert CII(MP) - Certificate in Mortgage Advice
- CeRER - Certificate in Regulated Equity Release
I am one of the founding Partners of Beals (in 1995) and a current director. I take responsibility for the Financial Services division of the business and I am still an active Financial Planner looking after a number of clients.
I started my career after leaving 6th form by joining a local firm of estate agents and progressed through the ranks to be their youngest office manager. It was clear at this early age that my interests were in Financial Services rather than pure estate agency and this has remained the case until today.
I take pride in my department delivering a professional and timely service, with the primary focus on creating a bespoke plan for clients to help them achieve their financial goals. That plan is then monitored to ensure goals are achieved and any changes that are required are dealt with promptly.
My strong belief is that this approach leads to long term profitable relationships for all concerned.
Experience & Achievements
- Experience in all core advice areas, as well as a specialist in wealth management and pensions.
- Membership of The Chartered Insurance Institute and Personal Finance Society.
- Overseen several business purchases and subsequent integration for the Financial Services Dept
- Worked across all client areas, including private clients, corporate clients and vulnerable clients. Worked with professional connections such as accountants, estate agents and solicitors.
- Paul built a reliable network by providing advice and high-quality services to local individuals and business owners
Inheritance Tax Planning, Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
