Paul Richardson

“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 3^rd 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