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Paul Shorten

Financial Planner

Previous Experience

Paul has been in the Financial Services Industry for over 22 years, working for companies such as Skandia/Old Mutual and Quilter PLC. There, Paul assisted other Financial Advisers to provide solutions that met their client’s needs in areas such as pension planning, tax planning, IHT and wealth preservation.

Areas of Expertise

  • Pre and Post Retirement Planning
  • Inheritance Tax Planning
  • Lump Sum and Regular Investment Savings

Qualifications/Accreditations

  • Chartered Banking Unit 3 – Investment Principles and Risk
  • DipPFS – Diploma in Regulated Financial Planning:
  • RO1 – Financial services regulation and ethics
  • RO3 – Personal taxation
  • RO4 – Pensions and retirement planning
  • RO5 – Financial protection
  • RO6 – Financial planning practice
  • CF1 – UK financial services, regulation and ethics
  • CF2 – Investment and risk

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