“I firmly believe that everyone needs a financial plan and the future should not be left to chance. It is my role to outline the available options, highlight the potential benefits and disadvantages so that clients can make informed decisions in order to build their financial future with confidence.”
Experience
Paul has over 25 years experience in the financial service profession and has gained numerous qualifications and is one of the few who is a Fellow of the Personal Finance Society, holds the Chartered Financial Planner Status as well as holding the ISO 22222 Standard for Financial Planners.
Paul setup Concept Financial Planning in 2007 and in 2012 the firm was only the 3rd in the UK to be certified to one of the highest certifications of the British Standard, The BS8577 – The Framework for the provision of financial advice and planning services.
Expertise
- Breadth and depth of experience to provide a holistic planning service
- Experience of working with professional individuals, small businesses, trustees and professional bodies such as accountants and solicitors
- Expertise in all aspects of retirement planning
- Specialist in building complex financial plans
- Specialist knowledge in pensions and investments
Interests
Golf, running, reading pension books!!! And did he mention GOLF! Not forgetting Tug of War – but you will have to ask him about that.
Click here to view Paul’s Statement of Professional Standing by the CII
Qualifications
- Fellow (CII)
- Chartered Financial Planner
- Certificate in Financial Planning (CII)
- Diploma in Financial Planning (CII)
- Certificate in Regulated Customer Care (IFS)
- Certificate in Mortgage Advice (CII)
- Certificate in Supervising in a Regulated Environment (IFS)
- ISO 22222 Certified
- K20 – Pension Investment Options (CII)
- G60 – Pension Specialised Paper (CII)
- SV1 – Saving and Investment Paper (CII)
- CF6 – Mortgage Advice (CII)
- CF7 – Equity Release (CII)
- CF8 – Long term care (CII)
- CF9 – Pension Simplification (CII)
- HR1 – Home Reversion (CII)
- J08 – Financial Planning Practice (CII)
- AF1 – Taxation & Trusts (CII)
- AF5 – Financial Planning Practice (CII)
- AF7 – Pension Transfers (CII)
- AF8 – Retirement Planning (CII)
- RO3 – Personal taxation
- RO8 – New Pension Rules (CII)
View my profile at
https://www.linkedin.com/in/paulrichardsoncfp/
