Paul leads the Financial Planning Administration and Paraplanning department, ensuring that client plans and assets are administered efficiently.
Paul has over 12 years’ experience in the financial services industry. Having successfully achieved the full Financial Planning Certificate at the start of his career, he is now studying for the Diploma in Financial Planning.
Expertise:
The services of PK Group are conducted by PK Partners LLP and PK Financial Planning LLP.
PK Group is also a trading name of PK Partners LLP and PK Financial Planning LLP.
PK Partners LLP is a limited liability partnership registered in England and Wales No. OC304787.
PK Financial Planning LLP is a limited liability partnership registered in England and Wales No. OC303592.
PK Financial Planning LLP is authorised and regulated by the Financial Services Authority.
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