Paul Nevin work email
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Paul Nevin personal email
As Director of Expert Pensions Advice Australia Pty Ltd in Australia, I am an authorised and qualified financial planner with over two decades of experience in wealth management and business development. I am also a qualified UK Pension Transfer Specialist. It is vital that clients access high quality support from reliable, accredited organisations, this is something the Expert Pensions Advice Group are completely committed to.I hold UK CFPᵀᴹ and Australia CFP® certification, the only globally recognised mark of excellence in financial planning. I also hold the Chartered Wealth Manager and Chartered Fellow (Financial Planning) UK certifications via Chartered Institute For Securities & Investment. These certifications provide you with the confidence that you will be dealing with an industry qualified, highly experienced and trustworthy individual.Specialising in financial planning for British Expatriates, I am a knowledgeable professional, able to identify and meet specific client requirements whilst exceeding their expectations for service delivery.A confident leader, I promote a culture of competency and best practice, motivating colleagues to accomplish targets. Defining innovative strategies, I have an instinct for maximising new business opportunities and the ability to build positive working relationships with key stakeholders. If you are planning a move or have already emigrated to Australia do not hesitate to contact me for further information.The Expert Group of Companies includes:Expert Pensions Advice LLP (UK)Expert Pensions Advice Australia Pty Ltd. (Australia). Expert Pensions Advice LLP is authorised and regulated by the Financial Conduct Authority (FCA ) under reference number 746548. Registered in Northern Ireland as a Limited Liability Partnership. Registration Number NC1204. Registered Address: Studio 3, Strand Studios, 150 Holywood Road, Belfast, BT4 1NY. Trading address: The Old Police Station, 58 East Main Street, Blackburn, Bathgate, West Lothian, Scotland. EH47 7QS.Expert Pensions Advice Australia Pty Ltd and its advisers are Authorised Representatives of TWD Licensee Services Pty Ltd ABN 57 627 192 321 AFSL 475964.The ‘UK Pension Experts’ is the trading name of Expert Pensions Advice Australia Pty Ltd.
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Director | Financial PlannerThe Uk Pension Experts Nov 2021 - PresentPerth, Western Australia, Australia-Supporting British expatriates to manage their income, savings and investments when moving to or already living in, Australia, with particular focus on pensions-Delivering bespoke financial planning services including Superannuation, Retirement Savings, Securities, Investments and Life Insurance including critical illness-Upholding industry best practice standards, maintaining effective controls and ensuring all activities are effectively reported-Marketing and promoting all the USPs of the business, to enhance brand impact and visibility
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Director | Financial PlannerExpert Pensions Advice Australia Jul 2021 - Jan 2024Belfast, Northern Ireland, United Kingdom-Supporting British expatriates to manage their income, savings and investments when moving to or already living in, Australia, with particular focus on pensions-Delivering bespoke financial planning services including Superannuation, Retirement Savings, Securities, Investments and Life Insurance including critical illness-Upholding industry best practice standards, maintaining effective controls and ensuring all activities are effectively reported-Marketing and promoting all the USPs of the business, to enhance brand impact and visibility -
Director | Financial PlannerRm Capital Wealth Australia Feb 2020 - Jun 2021Perth, Australia-Supporting British and Irish expatriates to manage their income, savings and investments when moving to or already living in, Australia, with particular focus on pensions-Delivering bespoke financial planning services including Superannuation, Retirement Savings, Securities, Investments and Life Insurance including critical illness-Upholding industry best practice standards, maintaining effective controls and ensuring all activities are effectively reported-Marketing and promoting all the USPs of the business, to enhance brand impact and visibility
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Director | Financial PlannerRm Capital Wealth Uk Feb 2020 - Jun 2021Belfast, United Kingdom-Supporting clients from the UK to effectively plan the transfer of their assets when emigrating to Australia and Europe.-Maintaining a robust knowledge of financial legislation and statutory regulations across jurisdictions-Identifying the most efficient, compliant and cost-effective ways for expatriates to plan for tax changes and access pensions-Liaising with clients to access specific needs and offer sound, reliable advice-Managing international financial advisors in collaboration with the Directors
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DirectorRm Capital Finance Feb 2020 - Apr 2021Perth, AustraliaAt RM Capital we believe in holistic finance and unlike other wealth management firms, we take care of your debt in order to assist you in reaching your financial objectives.Property is often a huge component of a client’s net worth therefore it is vital to understand what you are buying and have bought and whether it is for capital growth, rental income, taxation benefits via negative gearing and the period you are going to hold the asset.The benefit of having someone regularly review your property portfolio is that by remaining proactive, they can monitor any potential pitfalls of your holdings and then action a plan of recourse.Our experienced team at RM Capital Finance can assist you with mortgages in Australia and also with mortgages for UK expats buying in Australia or the UK.
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DirectorImperius Finance Pty Ltd Mar 2019 - Feb 2020Perth, AustraliaAt Imperius we believe in holistic finance and unlike other wealth management firms, we take care of your debt in order to assist you in reaching your financial objectives.Property is often a huge component of a client’s net worth therefore it is vital to understand what you are buying and have bought and whether it is for capital growth, rental income, taxation benefits via negative gearing and the period you are going to hold the asset.The benefit of having someone regularly review your property portfolio is that by remaining proactive, they can monitor any potential pitfalls of your holdings and then action a plan of recourse.Our experienced team at Imperius Finance can assist you with mortgages in Australia and also with mortgages for UK expats buying in Australia or the UK.
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Director And Financial PlannerImperius Wealth Ltd Jul 2018 - Feb 2020Belfast, United Kingdom-Supporting clients from the UK to effectively plan the transfer of their assets when emigrating to Australia and Europe.-Maintaining a robust knowledge of financial legislation and statutory regulations across jurisdictions-Identifying the most efficient, compliant and cost-effective ways for expatriates to plan for tax changes and access pensions-Liaising with clients to access specific needs and offer sound, reliable advice-Managing international financial advisors in collaboration with the Directors
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Director And Financial PlannerImperius Wealth Pty Ltd Nov 2017 - Feb 2020Perth, Australia-Supporting British and Irish expatriates to manage their income, savings and investments when moving to or already living in, Australia, with particular focus on pensions-Delivering bespoke financial planning services including Superannuation, Retirement Savings, Securities, Investments and Life Insurance including critical illness-Upholding industry best practice standards, maintaining effective controls and ensuring all activities are effectively reported-Marketing and promoting all the USPs of the business, to enhance brand impact and visibility
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ConsultantNavigate Independent Financial Advisors Llp Aug 2014 - Jul 2018Studio 3, Strand Studios, 150 Holywood Road, Belfast, Northern Ireland Bt4 1Ny-Liaising effectively with new and existing clients, providing outstanding service while introducing expert advice-Building a diverse and highly valuable portfolio of professional connections including accountants, solicitors and estate agents-Managing all aspects of client relations and sales management, together with detailed financial control and reporting-Developing policies and procedures to ensure best practice and full compliance with all industry regulations -
Financial PlannerCredence International Jun 2017 - Nov 2017Dubai, United Arab Emirates-Providing a comprehensive range of financial services, advice and guidance to expatriates in the UAE region, driving business development by exceeding client expectations-Financial planning services including mortgages, insurance, pensions, investments and estate planning-Forging a rapport with clients, ensuring clear lines of communication to acquire a full understanding of their requirements, perspective, aims and goals in order to deliver a first class service-Building and maintaining a mutually productive professional network comprising numerous partners with various financial sectors and undertaking robust negotiations to secure best deal for clients -
Senior AssociateHolborn Assets Llc Sep 2015 - May 2017United Arab Emirates-Providing a comprehensive range of financial services, advice and guidance to expatriates in the UAE region, driving business development by exceeding client expectations-Financial planning services including mortgages, insurance, pensions, investments and estate planning-Forging a rapport with clients, ensuring clear lines of communication to acquire a full understanding of their requirements, perspective, aims and goals in order to deliver a first class service-Building and maintaining a mutually productive professional network comprising numerous partners with various financial sectors and undertaking robust negotiations to secure best deal for clients -
ConsultantSelf-Employed Mar 2012 - Aug 20141A Lisburn Avenue, Belfast, County Antrim, Northern Ireland Bt9 7Fx-Consulted with various advisory firms and individual advisors to facilitate networks migration-Liaising effectively with new and existing clients, providing outstanding service while offering expert advice-Identifying and meeting client requirements, sourcing potential opportunities for property development and investment-Building a diverse and highly valuable portfolio of professional connections including accountants, solicitors and estate agents-Managing all aspects of client relations and sales management, together with detailed financial control and reporting
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PartnerCensus Financial Feb 2001 - Mar 20121A Lisburn Avenue, Belfast, County Antrim, Northern Ireland Bt9 7Fx-Co-founded and developed a small financial planning business as well as creating powerful and effective branding-Offered a comprehensive and holistic approach to financial planning for clients, covering a broad range of fields including mortgages and life assurance-Recruited, led and managed a highly productive and successful financial and administration team-Monitored, trainedand developed staff, conducting appraisals and ensured they were equipped with the skills and tools to perform their individual jobs effectively -Forged and developed strong, professional business relationships with estate agents, accountants and other partners -
PartnerMcgeown Estate Agents Feb 2001 - Nov 2011437 Lisburn Road, Belfast, County Antrim, Northern Ireland Bt9 7Ey-As a partner, playing a major role in the creation, branding and growing of a successful estate agency business-Formed a team of agents, negotiators and administrators, identifying employee skills and nurturing further development-Offered expert advice and guidance covering property letting and management sales and consultanc, providing a tailored service to each individual client-Developed strong relationships with clients, negotiating mutually beneficial agreements in line with client goals -
Independent Financial Advisor And Mortgage BrokerTowry Apr 2000 - Jan 2001Bracknell, United Kingdom-Completing comprehensive training, successfully achieving independent financial advisor status-Establishing and overseeing a new and successful mortgage Broking desk within the company Belfast office-Providing expert independent financial and mortgage advice to clients, assessing finances and reviewing properties in order to provide accurate and appropriate advice-Building a partner portfolio of accountants and estate agents,developing strong and mutually beneficial relationships -
Senior Financial Consultant And Mortgage BrokerAviva Mar 1995 - Apr 2000York, United Kingdom-Providing financial advice, single company financial products and independent mortgage advice to a wide range of clients-Consistently meeting or exceeding targets and maintaining top quality levels of service, receiving multiple yearly National awards -
Bar And Restaurant ManagerMaloney'S Restaurant Sep 1991 - Feb 1995Belfast, United Kingdom
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Bar ManagerThe Strand Restaurant Jul 1990 - Aug 1991Belfast, United Kingdom
Paul Nevin Skills
Paul Nevin Education Details
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Master Of Financial Planning -
Graduate Diploma Of Financial Planning
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Pass -
Pass
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Pass With Merit -
Pass
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3Rd Class Honours -
12 Gce O Levels 3 Gce A Levels
Frequently Asked Questions about Paul Nevin
What company does Paul Nevin work for?
Paul Nevin works for The Uk Pension Experts
What is Paul Nevin's role at the current company?
Paul Nevin's current role is 🇬🇧 CFPᵀᴹ 🇦🇺 CFP®'The UK Pensions Guy'.
What is Paul Nevin's email address?
Paul Nevin's email address is pa****@****ets.com
What schools did Paul Nevin attend?
Paul Nevin attended Kaplan Professional, Kaplan Professional, The Chartered Institute For Securities & Investment (The Cisi), Mentor Education, Mentor Education, Chartered Insurance Institute, The Chartered Institute For Securities & Investment (The Cisi), University College Dublin, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Mentor Education, The London Institute Of Banking & Finance, Chartered Insurance Institute, The Manchester Metropolitan University, Sullivan Upper School.
What skills is Paul Nevin known for?
Paul Nevin has skills like Leadership, Estate Planning, Financial Advisory, Commercial Mortgages, Pensions, Business, Insurance, Retirement Planning, Sales, Financial Planning, Portfolio Management, Critical Illness.
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Paul Nevin
Research Scientist And Independent Consultant | Strategy Development | Grant Portfolio Management | Multimodal Public Health Communication | Community Health Advocacy | Health System StrengtheningSeattle, Wa4bgc3.com, washington.edu, uw.edu, kissitohealthcare.org1 +154026XXXXX
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