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Paul Davis is listed as Independent Financial Adviser at Clear IFA Ltd at Clear IFA Ltd, a company with 3 employees, based in Ramsden Heath, England, United Kingdom. AeroLeads shows a work email signal at clearifa.com and a matched LinkedIn profile for Paul Davis.
Paul Davis previously worked as Independent Financial Adviser at Clear Ifa Ltd and Independent Financial Adviser at Pacific Ifa Ltd. Paul Davis studied at Mayflower High School, Billericay, Essex.
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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
Listed skills include Financial Planning, Retirement Planning, Mortgage Protection, Income Protection, and 46 others.
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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.
Maintaining the continuity of independent financial advice to my clients and forging new relationships with accountancy firms.
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.
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!
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.
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Paul Davis works for Clear IFA Ltd.
Paul Davis is listed as Independent Financial Adviser at Clear IFA Ltd at Clear IFA Ltd.
AeroLeads has found 1 work email signal at @clearifa.com for Paul Davis at Clear IFA Ltd.
Paul Davis is based in Ramsden Heath, England, United Kingdom while working with Clear IFA Ltd.
Paul Davis has worked for Clear Ifa Ltd, Pacific Ifa Ltd, Essex Financial Planners Uk Ltd, Woolwich Independent Financial Advisory Services Limited, and Minet Consultancy Services Limited Formerly London Insurance Brokers (Lib).
Paul Davis's colleagues at Clear IFA Ltd include Kayleigh Brooks and Marie Smith.
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Paul Davis studied at Mayflower High School, Billericay, Essex.
Paul Davis is listed with skills including Financial Planning, Retirement Planning, Mortgage Protection, Income Protection, Remortgages, Key Person Insurance, Group Health, and Whole Life.
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