International Financial Adviser
Paul has over 30 years’ experience in the Financial Services industry and coming from a business owning family has always been passionate about helping others to look after money wisely. Paul joined Norwich Union at the age of 19 and sailed through several mergers and restructures including the company becoming Aviva. He left 29 years later and then turned a lifelong power-boating hobby into a business.
His role as a Business Development Manager with Aviva entailed working in a consultancy capacity with Independent Financial Advisers, assisting them with their clients in complex pension, investment and tax planning scenarios. Amongst many other Aviva awards, he won the coveted National Annual Award three times.
Paul first became involved in assisting Expats with investments on the Costa Blanca back in the 1990s and is currently based in Portugal assisting clients in the Algarve.
Areas of Expertise
- Pension Transfers
- Retirement Planning
- Wealth Management
- Tax Planning
- Financial Planning Certificate 1, 2 and 3
- CF9 Pensions Simplification
- Certificate in Corporate Business Development - Level 4