Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Paul is Head of our Pension Transfer Team and the firms Pension Specialist. He has obtained the Chartered Insurance Institute, Level 6 AF3 qualification - Advanced Pension Planning.
Paul is a senior member of the N. D. Toy & Partners Ltd Investment Committee, being responsible for fund selection and risk management. He holds the Chartered Insurance Institute, Level 6 AF4 qualification, Investment Planning.
Paul has obtained Chartered Insurance Institute, Level 6 AF1 qualification, Taxation and Trust Planning.
In addition, Paul hold's the Institute of Financial Services Level 4 Diploma Award in Financial Services as well as being a specialist in Long Term Care Planning, holding the Chartered Insurance Institute's R08 Qualification.
Paul holds the Institute of Financial Services Certificate in Regulated Complaints Handling.