Contact

Our People

Paul Shorten

Role

Financial Planner

Location

United Kingdom

Previous Experience

Paul has been in the Financial Services Industry for over 22 years, working for companies such as Skandia/Old Mutual and Quilter PLC. There, Paul assisted other Financial Advisers to provide solutions that met their client’s needs in areas such as pension planning, tax planning, IHT and wealth preservation.

Areas of Expertise

  • Pre and Post Retirement Planning
  • Inheritance Tax Planning
  • Lump Sum and Regular Investment Savings

Qualifications/Accreditations

  • Chartered Banking Unit 3 – Investment Principles and Risk
  • DipPFS – Diploma in Regulated Financial Planning:
  • RO1 – Financial services regulation and ethics
  • RO3 – Personal taxation
  • RO4 – Pensions and retirement planning
  • RO5 – Financial protection
  • RO6 – Financial planning practice
  • CF1 – UK financial services, regulation and ethics
  • CF2 – Investment and risk

Contact Paul

To contact Paul please complete the form below

Hidden
Hidden
Hidden
Hidden

Select your country

Please select your country of residence so we can provide you with the most relevant information:

You are currently viewing the Blacktower United Kingdom website.

You may be looking for the Blacktower United States website.

Blacktower United States > X Stay on this site

Or choose your country.