Paul started the Company in 1999 and is the director/independent financial adviser of the Company. He has been involved in financial services for over 32 years and has a wealth of experience advising both individual and corporate clients.
Paul has previously worked for Pearl Assurance, Eagle Star and Principality IFA. Paul is a member of the Personal Finance Society and SOLLA (Society of Later Life Advisers).
Debbie has been with the Company since 2001 and has a background in financial services having previously worked for the Royal Liver Assurance.
She provides administrative support to the director, including preparing client reports, new business processing in particular in the area of Group Protection, Group Life Assurance and Group PMI cover
Louise has been with the Company since 2002 and has a background in book-keeping and accounts.
She provides administrative support to the director, including new business processing, preparing client reports and ensuring the ongoing reviews of client portfolios are maintained.
If you require more information in Newport, Cardiff and South Wales then please call us on 01633 246246 or use our contact form.
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