Paul holds the Diploma in Financial Planning and is a member of the Personal Finance Society, the UK’s professional body for financial advisers.
He has 14 years’ experience in providing financial advice to both corporate and individual clients and prior to this he spent 10 years working in various roles within a large UK Insurer.
Paul deals with a broad range of clients from multi-national companies to small family run businesses, with a focus on managing Company Pension Schemes and risk based employee benefits such as Group Life Assurance, Income Protection and Private Medical Insurance.
He joined Duncan Pocock (Insurance Brokers) Ltd, the business from which Wingate was formed, in 1997 as a Senior Financial Adviser. In July 2002 with Ben Clarke he co-founded Wingate Financial Solutions Ltd, which became WFS Consulting Ltd and is now the Wingate Benefit Solutions and Wingate Financial Planning businesses of today.
Paul lives in Surrey with his wife and three daughters. His spare time is spent relaxing with his family and playing or watching football.
Qualifications
- Member of the Personal Finance Society
- Diploma in Financial Planning
- Financial Planning Certificate
- CF8 – Long term care insurance (Certificate in Long Term Care Insurance)
- CF9 – Pensions Simplification
- G10 – Taxation and Trusts
- G60 – Pensions
- G80 – Long-term care, life and health protection