Paul has worked within the financial services industry for nearly 30 years and was one of the first people to qualify for the “Financial Planning Certificate”, and went on to gain specialist qualifications for both pension planning (G60) and taxation planning (G10). Always wishing to keep pace with new developments he has gained the Diploma in Financial Planning (DipPFS).
During Paul’s career, he has been recognised as National Mutual’s leading consultant; He has been promoted to the position of the prestigious Manager of the London City branch; And he has held the role of Pensioneer Trustee (a highly specialist position within the pensions arena).
Having spent nearly 15 years distributing products and working with Independent Financial Advisers (IFAs), Paul joined one of the country’s leading financial advisers as Head of Executive Planning. Paul worked exclusively with business owners and wealthy individuals; A typical client would be either a manager of his own business or a director of a national, multinational or PLC company. Paul’s focus was on providing financial and tax-reducing solutions for these individuals and their companies.
Realising that he could not deliver all the required solutions within the shackles of a large employer, Paul joined GSI early in 2003 and purchased 50% of the business.
Together with his wife and five children, he lives in West Wickham, Kent and is an active member of his church in Bromley, Kent.
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