Paul Harman Dippfs Email and Phone Number
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Paul Harman Dippfs personal email
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.
Profusion Wealth Management Ltd
View- Website:
- profusionwealthmanagement.com
- Employees:
- 3
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Independent Financial Adviser And DirectorProfusion Wealth Management Ltd Jul 2013 - PresentNationalHaving 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 -
Financial AdviserHsbc Bank Plc Apr 1989 - Jul 2013WolverhamptonProvide 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
Paul Harman Dippfs Education Details
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Barr Beacon Comprehensive SchoolGcse'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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