Paul Pearce (Chartered Financial Planner) - Financially Prudent IFA Ltd


23 The Green, Dunstable, LU6

(by 0 users)   

No meeting requests to date

Blogs (0) / Articles (0) / 379 profile views

Contact now
How does this work?

Add to advisers  Tell-a-friend

Type of Adviser: Independent (What's this?)
Top 5 specialisms: Financial Planning - Personal, Inheritance Tax, Pensions, Wealth Management, Lump Sum Investments
Qualifications: Associate, Personal Finance Society (PFS), Certificate in Financial Planning and Lifetime Mortgages Activities, Certificate in Financial Planning and Long-Term Care Insurance, Pensions simplification, Chartered Financial Planner, Pensions, Personal tax, Retirement Options, Mortgage Advice Qualification, Saving and Investment
Years as a regulated adviser: 9
Remuneration method: Either
FSA Registration Number: 489834 (Check this)

Financially Prudent IFA Ltd is a highly qualified, small family practice. We look to work with our clients for many years and cater for high net worth individuals, company schemes, 'baby boomers' nearing retirement and families planning for their future. We have the specialist qualifications to advise on ALL pensions including Final Salary schemes, Equity Release, Long Term care funding, Retirement Options and IHT planning.

Paul has 8 years experience as an IFA and prior to that worked as an Investment Banker for Warburgs and Goldman Sachs. Qualified as a Chartered Financial Planner, he also has a BSc. 2.1. degree in Economics & Business Finance.
Contact now
How does this work?

0 comments made

Rubii is free to use


Seek advice from user rated advisers


Save your preferred advisers


Keep up to date with articles and money saving tips


You must be logged in to see your advisers. Click here to login.
 


Partners and Affiliates

© 2012 Ruby Financial Ltd. All rights reserved.   Our Privacy Policy and Terms & Conditions Version: 1.5.6

SSL

∗ Disclaimer: While we endeavour to ensure that the information on this Website is correct, we do not warrant the accuracy and completeness of the material on this Website. The information provided by this Website does not constitute financial, investment or tax advice and is intended to provide only general information. You are advised to discuss your specific requirements with a financial advisor authorised to carry out regulated activities prior to entering into any binding contracts. We will not be responsible for any errors or omissions on this Website and we disclaim any liability and responsibility arising from any reliance placed on information obtained from this Website including, but not limited to, material submitted by Consumers or available on our Website via hyperlinks.