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.
​
​
01
Qualifications via the Chartered Insurance Institute (CII) UK
02
Qualification via the Life Insurance Association (LIA) in Dublin, Ireland
-
Financial Planning Certificate 1, 2 and 3;
-
Certificate of Insurance Practice (CIP): PO2 (Long Term Insurance); PO3 (Legal aspects of Insurance); PO4; (Business practice) P12; (Long Term Business), P50 (Pensions)
-
Advanced Financial Planning Certificate (AFPC) G60 (Advanced Pensions)
-
Advanced Financial Planning Certificate (AFPC) G10 (Tax and Trusts);
-
Advanced Financial Planning Certificate AF5 Advanced Financial Planning Process
-
Advanced Financial Planning Certificate AF3 (Advanced Pensions)
-
SV1 (Savings and Investments)
-
MAQ (Mortgage)
-
CF9 (Pensions Simplification)
-
ER1 (Equity Release)
-
CF8 (Long Term Care)
-
RO1 (Financial Services, Regulation and Ethics)
-
RO6 (Financial Planning Process)
-
QFA Financial Planning
-
QFA Regulation.