(Occupational Pension Transfer Specialist)
Paul has been involved in Financial Services since 1987, having worked for companies such as Prudential and Legal & General; he has been an adviser with Carrick Financial Management since 2007 and a Director since 2009.
Although Paul is fully qualified to provide financial planning advice across the board i.e. investment, protection, estate planning etc. he has chosen to specialise in retirement planning and is fully qualified to provide advice involving occupational pension schemes.
When providing advice, Paul focusses on clear communication, so that his clients fully understand the facts, options and recommended solutions, enabling them to make well-informed decisions.
When Paul is not working, his interests include messing about with old cars, regular weekend trips into the borders on his motorbike and walks along the sea front at Tynemouth with his two Labradors, Belle and Missy.