Paul Wells has been working as a financial adviser since January 1992. The retail distribution review has indicated that from January 2013 only Diploma qualified advisers will be permitted to call them selves an independent financial adviser. Paul is pleased to say this benchmark has been achieved and Paul is now a Chartered Financial Adviser and additionally a Fellow of the Personal Finance Society (FPFS).

He has the following relevant to estate planning qualifications:-

Central Law Training

Certificate in wills, trust & lifetime planning

Chartered Institute of Insurance

Long Term Care

Taxation & Trusts

Equity Release

It is policy to only work with STEP qualified legal service companies.