Paul joined us in 2012 to provide specialist pension advice to our clients.
Over the past 22 years Paul has had a distinguished career with a number of high profile financial institutions, but was keen to work with a smaller organisation, focused on providing the best possible advice to its clients.
When not advising clients Paul is a keen golfer; he can regularly be found on the course working hard to maintain his handicap of eight. He also likes to watch his beloved Chelsea and is an avid reader of political and historical literature.
Why should you choose Paul as your financial planner?
Unlike many, Paul isn’t a generalist financial adviser, his specialism is pensions.
Over the past few years, constant changes to pension legislation has made the world of retirement planning increasingly complex.
Paul’s job is to help guide the clients of Adcock Financial through this maze, making sure they avoid potentially expensive pitfalls, whilst taking advantage of new opportunities to make sure they meet their retirement goals.
Paul prides himself on his attention to detail and the high level of accuracy in his work, as well as delivering to his clients within agreed time scales. This combination of skills, along with an in-depth knowledge of pensions, built up over 22-years, makes him the ideal choice for pension and retirement advice.
Who does Paul deal with?
Paul focuses on the retirement planning needs of the three core groups of clients Adcock Financial deals with, namely:
- Business owners
- Senior Executives
- People 5 – 10 years away from retirement
Paul also helps employers cope with the complexities of Automatic Enrolment, to ensure that they don’t fall foul of the rules, whilst ensuring staff benefit from a workplace pension.
The personal bit
Favourite film? “Apollo 13.”
Current book? “Seven Brief Lessons On Physics – Carlo Rovelli.”
Last holiday destination – like or dislike? “Majorca (Port de Pollenca) in early September, a very big like.”
First pet? “Black Labrador”
Sporting hero? “Jack Nicklaus.”
Fav bottle of wine? “The Black Stump.”
What do you listen to in the car? “LBC, Radio 5 Live or Heavy Metal/Rock.”
The official bit
Financial advisers in the UK must be authorised by the Financial Conduct Authority, you can view Paul’s entry in the FCA Register by clicking here.
All advisers must also have a Statement of Professional Standing (SPS), which can only be issued by a FCA appointed accredited body. The SPS shows that the adviser has:
- Has adhered to a code of ethical standards
- Holds the required qualifications for the activities they undertake; and
- Has completed appropriate Continuous Professional Development and has complied with APER (Statements of Principle and Code of Practice for Approved Persons)
All financial advisers need to be qualified to a minimum level. But, in common with the founder of Adcock Financial, Paul does not feel this goes far enough. He puts great emphasis on his continuous professional development, ensuring his knowledge of the ever changing pension arena is always up to date.
Paul’s qualifications include:
- Diploma in Financial Planning
- Financial Planning Certificate
- CF1 (Regulations & Ethics)
- CF3 (Financial Protection)
- CF4 (Retirement Planning)
- CF5 (Integrated Financial Planning)
- CF6 (Mortgage Advice)
- J01 (Personal Tax)
- RO1 (Regulation in Financial Services)
- RO2 (Investment Principles & Risk)
- RO4 (Pension and Retirement Planning)
Get in touch
Paul can be contacted in the following ways:
Phone: 0208 9732410