Meet Paul

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Paul Cass DipPFS, CeMAP

Financial Planning Consultant

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.

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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.

Contact Paul today!

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
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