Paul Greaves

Paul is a financial planner specialising in planning for business owners, professionals and retired investors. He also provides specialist pension consultancy to Solicitors, Accountants and other Financial Planners, and has particular expertise in the area of pensions and divorce.

Before becoming a Financial Planner in 1999, Paul was Pensions Technical Development Manager with a major life insurance company.Paul has contributed to BBC Local Radio and the National Press on Pensions and Financial Planning Issues including ‘Money Makeover’ articles in the Financial Times.

In addition to this he does work for the Institute of Financial Planning, (the leading professional institute promoting fee-based financial planning) as an assessor for the Certified Financial PlannerCM qualification. He is also an FSA authorised pension transfer specialist.

Paul is married with two children, he plays guitar and squash and is actively involved in the music team at his local church.

 

Contact Paul

Tel; 01225 777999

Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Fax; 01225 755355

 

Qualifications

Paul is one of the few planners in the country to hold the top financial planning and pensions qualifications;

  • Certified Financial PlannerCM
  • Fellow of the Pensions Management Institute
  • Chartered Financial Planner

 

Client comments / testimonials

‘I have a better overview of my personal finances and cover for the future. Our company has the advantage of knowing someone we can trust.’

‘Investment advice and planning ideas have been very good. You always come back on things you say you will do.’

‘You’re pretty easy-going and not very ‘salesey’ - I know when I’m being ‘sold to.’ You are trustworthy and do your best for your client.’

‘Pro-active without being pushy.’

‘The report was prepared promptly, it was also written in comprehensible language and the recommendations were clear. The charges were entirely reasonable.’