Independent Financial Adviser
London
He has been advising high net worth individuals and families since the late nineties, helping them build and preserve their wealth. He has a deep passion for holistic financial planning, ensuring his clients’ affairs are well structured and meticulously planned, giving them confidence for their future.
He is a qualified to Diploma level, a Certified Financial Planner and hold part 1 of the Investment Management Certificate (IMC). He has advanced qualifications in Trusts, Investment Management, Portfolio Construction, Offshore Investments, Wealth Preservation, Care Fees Planning, Taxation, Retirement Funding and Holistic Financial Planning. He is a recognised expert in Lifetime Cashflow Planning. During his career, he has been regularly quoted in media publications including The Daily Telegraph, The Independent and Financial Adviser.
He is a member of the Institute of Directors, a member of the Personal Finance Society, a member of the Chartered Insurance Institute and a member of The Chartered Institute of Securities and Investments.
In his spare time he enjoys spending time with his wife Karen and their four children, reading, coaching his daughter’s football team, and participating in triathlons.
You can reach Paul on 01865 784408 or pb@talisifa.com
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