Paul Fox ACII, FPFS - Chartered Financial Planner
Paul has 28 years' professional experience as an Independent Financial Adviser.
He was previously a Director of Smith & Williamson Financial Services, and prior to that held senior positions at Marsh, and Lloyds Independent Financial Advisers.
Paul provides corporate financial planning advice to clients ranging from owner-managed businesses to large corporates, covering all aspects of employee benefits, such as pensions and Group Risk schemes.
Paul's professional qualifications also enable him to provide advice on all aspects of pension transfers. Paul also set up the Advisory Portfolio Service, which provides advisory, whole of market, bespoke, investment advice to private high net Worth and pension clients. He is an Associate of the Chartered Insurance Institute by examination, a Chartered Insurance Practitioner, and Chartered Financial Planner.