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Paul Willans Cfp Chartered Fcsi (Financial Planning) is listed as Managing Director and Chief Investment Officer at AJB Wealth, based in Old Alresford, England, United Kingdom. AeroLeads shows a work email signal at ajbuckley.co.uk and a matched LinkedIn profile for Paul Willans Cfp Chartered Fcsi (Financial Planning).
Paul Willans Cfp Chartered Fcsi (Financial Planning) previously worked as Partner/CEO/CIO at Mazars Llp Chartered Accountants/Mazars Financial Planning Ltd and Director of Financial Planning at Blick Rothenberg.
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I am the Managing Director, Chief Investment Officer and majority shareholder at A J Buckley Asset Management. We provide discretionary investment management and fee-based wealth management to private individuals and trustees. The company has particular expertise in advising both UK and international clients and, in the UK, focuses on clients in the South of England, although we have clients across the UK.I am a Chartered Fellow (Financial Planning) and Chartered Wealth Manager of the Chartered Investment and Securities Institute, as well being a Certified Financial Planner. I also hold the Personal Finance Society's DipPFS qualification, the CFA Society of the UK's Investment Management Certificate and I am also a full member of the Society of Trust and Estate Professionals (STEP).We take a very methodical and analytical approach to our client's planning, but do not neglect the personal side of understanding what makes our clients tick and what's important to them. By conducting regular reviews and cashflow analysis, we can ensure that we are proactive and do not miss opportunities or protect against threats. Our experience and qualifications allow us to take a joined-up approach, whether that is investment management, pension consolidation or estate planning across generations.
Listed skills include Financial Planning, Investments, Wealth Management, Asset Management, and 31 others.
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Alresford, England, United Kingdom
We provide discretionary investment management and fee-based financial planning to high net worth individuals and trustees. The company was established in 1971, and has particular expertise in advising clients based in southern Africa.Our investment strategy has a multi-asset class focus, and employs ETFs and other collective investments within a core/satellite approach.
United Kingdom
Partner at accountants Mazars LLP, and CEO/CIO of fee-based wealth management subsidiary Mazars Financial Planning Ltd.I was appointed by the Board of Mazars FP to lead the transition the firm from a commission and product-focussed organisation to a truly fee-based, advisory one, which would be more compatible with the ethos and professionalism of the accountancy parent. During my time at Mazars FP, we developed a true financial planning service, a proactive investment management service, a graduate training scheme, a sophisticated platform proposition, and won the following awards:CityWire New Model Adviser of the Year (London Region) 2009Money Marketing Training and Professional Development Award 2009Money Marketing IFA of the Year (Runner Up) 2009FT New Breed Adviser Training and Development Award 2008Adnitor Platform Awards 2007 - IFA AwardIn recognition of my contribution, I was made a Partner of the accountancy parent firm, and a member of Mazars' National Tax Executive Committee.
Director of integral fee-based financial planning and investment division of chartered accountancy practice
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Paul Willans Cfp Chartered Fcsi (Financial Planning) works for AJB Wealth.
Paul Willans Cfp Chartered Fcsi (Financial Planning) is listed as Managing Director and Chief Investment Officer at AJB Wealth.
AeroLeads has found 1 work email signal at @ajbuckley.co.uk for Paul Willans Cfp Chartered Fcsi (Financial Planning) at AJB Wealth.
Paul Willans Cfp Chartered Fcsi (Financial Planning) is based in Old Alresford, England, United Kingdom while working with AJB Wealth.
Paul Willans Cfp Chartered Fcsi (Financial Planning) has worked for Ajb Wealth, Mazars Llp Chartered Accountants/Mazars Financial Planning Ltd, Blick Rothenberg, Bells Potter Solicitors, and Bolt Burdon Solicitors.
You can use AeroLeads to view verified contact signals for Paul Willans Cfp Chartered Fcsi (Financial Planning) at AJB Wealth, including work email, phone, and LinkedIn data when available.
Paul Willans Cfp Chartered Fcsi (Financial Planning) is listed with skills including Financial Planning, Investments, Wealth Management, Asset Management, High Net Worth Individuals, Investment Strategies, Wealth, and Estate Planning.
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