Paul Vallance

Independent Financial Adviser

Specialisms: Charities, Pensions and Retirement Planning

With a background in training particularly in the church and charity sector, Paul enjoys bringing to life otherwise unexciting subjects.

As a fully qualified Independent Financial Adviser, with over 20 years’ experience, working with both corporate and private clients, he is able to add value and provide professional advice that hopefully saves time and money.

The flexible opportunities that are now available for clients approaching retirement, require specialist advice and this is a particular focus at the moment.

Paul has held directorships and board level roles creating corporate strategies and is therefore very comfortable providing strategic advice to directors on a range of issues including Business Protection, Work Place Pension and Executive Pensions.

He is married to Carol and they have a grown family and grandchildren.

A keen scuba diver, he has achieved the PADI Rescue Diver Qualification and enjoys diving in the cold waters of the UK and the warm waters of the tropics.

Paul also claims he can cook, but has yet to prove it.

Qualifications:

• Diploma in Financial Planning – Dip FA
• Certificate in Mortgage Advice and Practice (CII – CeMAP)
• Certificate in Long-Term Care Insurance (CII – CF8)
• Equity Release (CII – ER1)
• Home Reversion Plans (CII – HR 1)
• Diploma in Theology.
• Featured in The TIMES 2019 Top rated Financial Adviser List 
• Certificate of Excellence