Practice Director, Close Brothers
Paul has over 20 years experience in financial services and is responsible for providing financial advice to individuals and company directors from the Close Brothers Asset Management practice in Manchester where he is Practice Director.
He is suitably qualified having attained qualifications; Chartered MCSI, Dip PFS. He holds the CII G60 pensions qualification and the pensions update R08 qualification.
His specialisms include;
Investment portfolio review and construction
Life cover and income protection for personal and business clients
At retirement advice
Pensions upon divorce
Inheritance Tax mitigation
Succession and exit strategy planning.
Close Brothers Asset Management provides a range of financial advice, investment management and on-line investing services, helping clients secure their financial future.