Paul Russell
Chartered Financial Planner
I have worked within the Financial Sector since leaving school in 1991 and became a Financial Advisor in January 2010. I have worked with and advised both individual and Corporate clients throughout my career.
I am happy to be contacted during the day, evenings and weekends between the hours of 8am and 8pm. You can also contact me via LinkedIn and Facebook.
First appointments can be held either at your home, workplace, a location of your choice or my office in Kingswood. Most of my new clients are referred to me by personal recommendation from existing clients or professional firms.
Outside of work, I enjoy travelling and spending time with my family as well as running a children's football team and following most sporting events.
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Qualifications via the Chartered Insurance Institute (CII) UK
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Qualification via the Life Insurance Association (LIA) in Dublin, Ireland
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Financial Planning Certificate 1, 2 and 3;
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Certificate of Insurance Practice (CIP): PO2 (Long Term Insurance); PO3 (Legal aspects of Insurance); PO4; (Business practice) P12; (Long Term Business), P50 (Pensions)
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Advanced Financial Planning Certificate (AFPC) G60 (Advanced Pensions)
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Advanced Financial Planning Certificate (AFPC) G10 (Tax and Trusts);
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Advanced Financial Planning Certificate AF5 Advanced Financial Planning Process
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Advanced Financial Planning Certificate AF3 (Advanced Pensions)
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SV1 (Savings and Investments)
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MAQ (Mortgage)
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CF9 (Pensions Simplification)
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ER1 (Equity Release)
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CF8 (Long Term Care)
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RO1 (Financial Services, Regulation and Ethics)
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RO6 (Financial Planning Process)
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QFA Financial Planning
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QFA Regulation.