Paul Davis

Paul Davis Email and Phone Number

Independent Financial Adviser at Clear IFA Ltd @ Clear IFA Ltd
billericay, essex, united kingdom
Paul Davis's Location
Ramsden Heath, England, United Kingdom, United Kingdom
Paul Davis's Contact Details

Paul Davis work email

Paul Davis personal email

n/a
About Paul Davis

I have 3 lovely daughters and I am an Independent Financial Adviser who strives to keep it simple as life is complicated enough without our industry making it even harder!I have worked in the financial services industry for more than 25 years, I became an Independent Financial Adviser in 1994, having previously worked in pensions administration for prominent national schemes including Rio Tinto Zinc, Associated British Foods and The Law Society Retirement Benefits Scheme which was during my time at Minet Consultancy Services which became wholly owned by AON. During my time at Minet I was also involved in setting up bespoke insurance schemes for individuals and firms of Solicitors in the UK.In 1998 I joined Woolwich Independent Financial Advisory Services (WIFAS), part of the Woolwich Bank until I left in 2002. I then became a self-employed IFA in control of my future and over the years I have successfully increased my knowledge and experience, gaining an impressive list of long standing clients, some of those deriving from my time at WIFAS.My technical knowledge has also enabled me to build relationships with several Chartered Accountants and Will Writing professionals and Solicitors. Feel free to have a look at what my clients think of me by going to www.vouchedfor.co.uk

Paul Davis's Current Company Details
Clear IFA Ltd

Clear Ifa Ltd

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Independent Financial Adviser at Clear IFA Ltd
billericay, essex, united kingdom
Website:
clearifa.co.uk
Employees:
3
Paul Davis Work Experience Details
  • Clear Ifa Ltd
    Independent Financial Adviser
    Clear Ifa Ltd Sep 2010 - Present
    Billericay, Essex, United Kingdom
    I strive to continue providing impartial financial advice to my clients and ensure that they have sufficient knowledge and understanding to make informed decisions, along with the consequences of doing nothing at all.I provide advice to companies as well as individuals - but more importantly it is about listening to what people really want and providing them with a solution.Financial planning does not need to be complicated, the first step is to meet me and allow me to understand your concerns. Once that has been established we can then work together to formulate a plan of action.
  • Pacific Ifa Ltd
    Independent Financial Adviser
    Pacific Ifa Ltd Feb 2009 - Sep 2010
    Maintaining the continuity of independent financial advice to my clients and forging new relationships with accountancy firms.
  • Essex Financial Planners Uk Ltd
    Independent Financial Adviser & Director
    Essex Financial Planners Uk Ltd Jul 2003 - Feb 2009
    Southend On Sea, United Kingdom
    I continued to provide independent financial advice to many different clients, the majority of which I still advise to this day.
  • Woolwich Independent Financial Advisory Services Limited
    Independent Financial Adviser
    Woolwich Independent Financial Advisory Services Limited Nov 1998 - Jul 2003
    As an IFA at WIFAS I mainly provided investment and IHT planning to clients who had savings with The Woolwich or other financial institutions. The majority of clients were about to retire or already retired.Some of those clients are still clients of mine to this day!
  • Minet Consultancy Services Limited Formerly London Insurance Brokers (Lib)
    Independent Financial Adviser & Marketing Manager
    Minet Consultancy Services Limited Formerly London Insurance Brokers (Lib) Apr 1991 - Sep 1996
    London, United Kingdom
    I began in April 1991 as a pensions administrator looking after the Law Society Retirement Benefit Scheme. In addition I would administer and assist with the renewal of Group PHI and Group PMI schemes for firms of solicitors around the UK.I then progressed to taking my exams to be a qualified financial adviser. In addition to the above I would travel around the UK at various truck stops supporting the United Road Transport Union as we had designed a pension scheme for union members.In addition to being an IFA I also assisted the Marketing Director in various marketing drives, one being an on-going article in a finance magazine for the NHS which was supported by an 0800 advice line which I also looked after.

Paul Davis Skills

Financial Planning Retirement Planning Mortgage Protection Income Protection Remortgages Key Person Insurance Group Health Whole Life Unit Trusts Inheritance Savings Investments Group Pensions Isa's Shareholder Protection Estate Planning Life Assurance Critical Illness Risk Analysis National Employers Savings Trust Inheritance Tax Planning Estate Tax Planning Strategic Financial Planning Retirement Financial Advisory Investment Advisory High Net Worth Individuals Financial Services Long Term Care Sipp Bonds Insurance Wealth Accumulation Independent Financial Advice Retirement Savings Personal Pensions Holistic Financial Planning Protection Planning/family Security Term Life Insurance Buy To Let Personal Financial Planning Individual Pension Plans Offshore Investments Saving For Education Wealth Preservation Planning Pensions Protection Mortgage Marketing Health Insurance Fixed Rate Mortgages

Paul Davis Education Details

  • Mayflower High School, Billericay, Essex
    Mayflower High School, Billericay, Essex

Frequently Asked Questions about Paul Davis

What company does Paul Davis work for?

Paul Davis works for Clear Ifa Ltd

What is Paul Davis's role at the current company?

Paul Davis's current role is Independent Financial Adviser at Clear IFA Ltd.

What is Paul Davis's email address?

Paul Davis's email address is pa****@****ifa.com

What schools did Paul Davis attend?

Paul Davis attended Mayflower High School, Billericay, Essex.

What skills is Paul Davis known for?

Paul Davis has skills like Financial Planning, Retirement Planning, Mortgage Protection, Income Protection, Remortgages, Key Person Insurance, Group Health, Whole Life, Unit Trusts, Inheritance, Savings, Investments.

Who are Paul Davis's colleagues?

Paul Davis's colleagues are Kayleigh Brooks, Marie Smith.

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