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Profile

 

Paul entered financial services in 1980, initially starting with NatWest. After working for the Britannic, Paul joined Joseph R Lamb in 2001. Paul specialises in providing advice in the areas of pension planning, personal family protection, portfolio investmentst and point of retirement planning..

Qualifications
FPC1    Financial Planning Certificate paper 1
FPC2    Financial Planning Certificate paper 2
FPC3    Financial Planning Certificate paper 3
CF2      Investment & Risk
CF9      Pensions Simplification

R01      Financial Services, Regulations and Ethics

R04      Pension & Retirement Planning

R05      Financial Protection

R06      Financial Planning Practice

 

 

Telephone: +44 (0) 1268 749 880