Paul Harman Dippfs

Paul Harman Dippfs Email and Phone Number

Independent Financial Adviser and Co-Director of Profusion Wealth Ltd @ PROFUSION WEALTH MANAGEMENT LTD
county of derbyshire, derbyshire, united kingdom
Paul Harman Dippfs's Location
Birmingham, England, United Kingdom, United Kingdom
Paul Harman Dippfs's Contact Details

Paul Harman Dippfs work email

Paul Harman Dippfs personal email

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About Paul Harman Dippfs

I have taken a significant number of exams over recent years to become a Diploma qualified Independent Financial Adviser. I am currently continuing my studies and well on my way to achieving Chartered Status with the Chartered Insurance Institute. Along with these studies I am also taking additional studies to broaden my knowledge in relevant areas of financial planning. This allows me to provide a high standard of independent holistic financial advice.Profusion Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning which is Authorised and Regulated by the Financial Conduct Authority. Firm reference number 487395. This can be verified by visiting The Financial Services Register.Profusion Wealth Management Ltd are registered in England and Wales at Friar Gate Studios, Ford Street, Derby, DE1 1EE. Registered No: 8516788.

Paul Harman Dippfs's Current Company Details
PROFUSION WEALTH MANAGEMENT LTD

Profusion Wealth Management Ltd

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Independent Financial Adviser and Co-Director of Profusion Wealth Ltd
county of derbyshire, derbyshire, united kingdom
Employees:
3
Paul Harman Dippfs Work Experience Details
  • Profusion Wealth Management Ltd
    Independent Financial Adviser And Director
    Profusion Wealth Management Ltd Jul 2013 - Present
    National
    Having worked for HSBC Bank for 24 years, the last 17 years I achieved success providing financial advice to commercial customers covering the needs of the businesses as well as the directors and employees on a personal level. To give my clients the best and most competitive solutions to meet their ever changing needs I needed to provide truly independent financial advice with access to whole of market solutions.I am a Diploma qualified and 23 years experience of Financial Planning and… Show more Having worked for HSBC Bank for 24 years, the last 17 years I achieved success providing financial advice to commercial customers covering the needs of the businesses as well as the directors and employees on a personal level. To give my clients the best and most competitive solutions to meet their ever changing needs I needed to provide truly independent financial advice with access to whole of market solutions.I am a Diploma qualified and 23 years experience of Financial Planning and well on my way to achieving ‘Chartered’ status from the CII. I am committed to obtaining and maintaining the depth of knowledge required to provide quality financial solutions in all aspects of my client’s financial planning needs.Providing an outstanding service to clients along with my knowledge and experience is integral to developing and maintaining client relationships that are built on trust and loyalty.Profusion Wealth Management Ltd is a company based in the Midlands we provide fully independent financial advice our clients financial planning needs. Established in 2013 by myself and James Pillinger we are two highly successful advisers with over 35 years’ combined experience in the financial services industry.The combination of our commitment to customer service and expert knowledge, with the business support offered by a close relationship with Vision Independent Financial Planning Ltd means that our clients can be assured of the highest level of financial advice.Profusion Wealth Management Ltd is registered in England & Wales at Friar Gate Studios, Ford Street, Derby, DE1 1EE. Registration number 8516788Profusion Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference 487395. This can be verified by visiting The Financial Services Register. Show less
  • Hsbc Bank Plc
    Financial Adviser
    Hsbc Bank Plc Apr 1989 - Jul 2013
    Wolverhampton
    Provide Finacial advice to businesses and owners on Commercial and Personal Financial Planning needs including Pensions, Investments, Protection and Tax Planning needs.

Paul Harman Dippfs Skills

Wealth Management Financial Advisory Pensions Investments Financial Services Income Protection Strategic Financial Planning Retirement Planning Wealth Investment Advisory Protection Relationship Management Financial Planners Portfolio Management Wealth Management Services Inheritance Tax Planning Commercial Banking Retirement Banking Critical Illness Personal Financial Planning Savings Sipp Investment Management Wealth Accumulation Finance Holistic Financial Planning Mutual Funds Asset Management Structured Products Investment Strategies Fixed Annuities High Net Worth Individuals Private Banking Estate Planning Funding Financial Risk Personal Finance Retail Banking Equities Trusts Asset Allocation Life Insurance Bonds Residential Mortgages Personal Pensions Insurance Fixed Income Diploma In Financial Services

Paul Harman Dippfs Education Details

  • Barr  Beacon Comprehensive School
    Barr Beacon Comprehensive School
    Gcse'S

Frequently Asked Questions about Paul Harman Dippfs

What company does Paul Harman Dippfs work for?

Paul Harman Dippfs works for Profusion Wealth Management Ltd

What is Paul Harman Dippfs's role at the current company?

Paul Harman Dippfs's current role is Independent Financial Adviser and Co-Director of Profusion Wealth Ltd.

What is Paul Harman Dippfs's email address?

Paul Harman Dippfs's email address is pa****@****ent.com

What schools did Paul Harman Dippfs attend?

Paul Harman Dippfs attended Barr Beacon Comprehensive School.

What skills is Paul Harman Dippfs known for?

Paul Harman Dippfs has skills like Wealth Management, Financial Advisory, Pensions, Investments, Financial Services, Income Protection, Strategic Financial Planning, Retirement Planning, Wealth, Investment Advisory, Protection, Relationship Management.

Who are Paul Harman Dippfs's colleagues?

Paul Harman Dippfs's colleagues are Sharon P..

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