Paul Mcdonnell Email & Phone Number

⪢∎ Services- I provide comprehensive financial planning and tax efficiency planning services for additional rate tax payers helping them to achieve their financial goals.Quality in Expertise● Chartered Financial Planner The 'gold' standard' of qualifications and expertise in the financial planning industry.● EFPA European Financial Planner (TM) EFP for UK based residentsEuropean Financial Planning Association.Quality of Advice and Service(The most important aspect for any client.)● BS ISO 22222 standard. (International Standards Organisation) (Accredited by The Standards International)● 19 years of financial planning experience.⪢∎ Clients- A private group of Equity Partners, Managing Directors, Senior Executives and Business Owners.- UK resident and UK resident non-domiciled individuals looking for ISO internationally accredited advice.⪢∎ Mission Statement“To guide my clients through the process of designing, implementing, and managing a tax efficient plan for financial security for themselves and their families. To design solutions appropriate for my clients individual needs and levels of understanding. To apply the highest quality in service and advice aiming to exceed their normal expectations. To honour and improve upon my 7 core commitments.“Core commitments (i) I will help my clients create, manage, review and improve their plans.(ii) I will help my clients fully visualise and understand their plans whatever their level of experience.(iii) My team and I will work hard and be proactive to ensure the plan is organised and delivered efficiently.(iv) My team and I will conduct the ground work required for you to make an informed decision.(v) My team and I will be available to my clients when they need us.(vi) I will apply the highest standards of professionalism in quality of approach and advice.(vii) I will constantly look to improve the service and advice offering.

Listed skills include Personal Financial Planning, Project Planning, Personal Tax Planning, Education, and 8 others.

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  University Of Liverpool

  Civil Engineering