A financial professional and a member of the Chartered Insurance Institute and Institute of Financial Services. Paul has joined Charles Derby with over 25 years experience within the Financial Services Arm of a Leading UK Bank. Paul has an ethos of placing the client at the heart of everything he does.
Hobbies include watching and playing many sports and listening to Music. Paul is married with two children.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The FCA do not regulate buy to let mortgages.
Trusts are not regulated by the FCA.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared