Paul Alkins Email & Phone Number

South Cheshire

We offer a secure, online, cash management system for the professional advisers to use to help your clients maximise the value of their cash as part of the financial planning process.COBS 6.2A - 17G states: "In providing unrestricted advice a firm should consider relevant financial products other than retail investment products which are capable of meeting the investment needs and objectives of a client, examples of which could include national savings and investments products and cash deposit ISAs".Our system enables independent advisers to meet this requirement without excessive and tedious research and analysis. It provides a governed process, produces recommendations suited to the client's requirements, delivers reports,provides customer specific record keeping, prompts for maturing account events and can even help the adviser to make more money!Advice on deposits is not actually a regulated activity, but our system, process, research and analysis is all performed to the standard that regulation would expect, making it an easy service to integrate into a regulated business, as all of the work has already been done for you.Visit our website and register for a free 30 day trial.

Staffordhsire

Putting individuals and businesses in connection with financial advisers that will help them to manage and protect the value of their cash.We passionately believe that managing and protecting the value of cash, throughout the financial planning process, should be an automatic and integral part of what all financial advisers do.Unfortunately, this is not the case.We have therefore created our Trusted Financial Adviser register so that we can connect individuals and businesses with financial advisers who, in our opinion, do it right.We have named it the Trusted Financial Adviser register because when individuals and businesses understand how to manage and protect the value of their cash, they are in a better position to make their best financial panning decisions.

Stockport

Organised the strategic direction of the company, developed sales initiatives and managed all operational requirements. Whilst I was in the role the business turnover increased by 400% and operational overheads reduced by 40%

East Sussex

Responsible for the recruitment, development and regulatory compliance of Appointed Representatives.

2:1 (Hons), Mechanical And Computer Aided Engineering

6 O Levels + 3 A Levels