Paul Godwin

Paul Godwin Email and Phone Number

Retired Chartered Financial Planner @ Lansdown Place Wealth Management Ltd.
clifton, bristol, united kingdom
Paul Godwin's Location
Bristol, England, United Kingdom, United Kingdom
About Paul Godwin

I have worked in financial services since 1978 and provide broad-based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of Wealth Management, including Retirement Planning, Wealth Protection, Investment and Inheritance tax planning. As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.I joined Lansdown Place Wealth Management in 2012 who are based in Clifton, Bristol, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I live in Frome, Somerset and look after a number of clients across the South West and the rest of the UK.Lansdown Place Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Paul Godwin's Current Company Details
Lansdown Place Wealth Management Ltd.

Lansdown Place Wealth Management Ltd.

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Retired Chartered Financial Planner
clifton, bristol, united kingdom
Employees:
24
Paul Godwin Work Experience Details
  • Lansdown Place Wealth Management Ltd.
    Retired Chartered Financial Planner
    Lansdown Place Wealth Management Ltd. Jan 2023 - Present
    Frome, England, United Kingdom
    I retired as at 31 December 2022. I will remain in contact with my former colleague and remain happy to make introductions to them at any time
  • Lansdown Place Wealth Management Ltd.
    Account Manager
    Lansdown Place Wealth Management Ltd. Jan 2022 - Feb 2023
  • Lansdown Place Wealth Management Ltd.
    Chartered Financial Planner
    Lansdown Place Wealth Management Ltd. Nov 2017 - Jan 2022
    Clifton, Bristol
    Lansdown Place Wealth Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management which is a FTSE 100 company. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
  • Lansdown Place Wealth Management Ltd.
    Private Wealth Consultant
    Lansdown Place Wealth Management Ltd. Nov 2012 - Nov 2017
    2 Oakfield Road, Clifton, Bristol, Bs8 2Al
    Title: Private Wealth ConsultantSt. James's Place Wealth Management is a FTSE 100 company, recently awarded ''Wealth Management Company of the Year 2019'' at the City of London Wealth Management Awards. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
  • Natwest
    Senior Private Investment Manager
    Natwest Jan 1991 - Nov 2012
    Providing Regulated Financial Services advice to High Net Worth clients introduced by 3 NatWest Private Managers and 10 NatWest branches covering an area from Clevedon to Langport. On-going client relationship management of portfolio clients. Managing 200+ individual investment portfolios worth in excess of £38,000,000 in addition to their deposit balances, and a range of Structured Investments.Acted as Deputy Area Manager for over 10 years, managing team of fellow sellers. Also responsible for: training and development of staff, one to one training of new recruits, and mentoring junior colleaguesTrack record of exceeding goals both in terms of key financials and customer experience. Consistently high level of customer satisfaction and retention of client portfolios throughout this period128% of target run rate final week in business, ranking 28th out of 139 colleagues.
  • Natwest
    Clerical Officer
    Natwest Aug 1978 - Dec 1990
    Having joined as the office junior, I undertook the full range of Branch duties from making the tea to Senior Managers assistant. During this time I learnt the importance of customer relationships and team work with my fellow colleagues. I developed a good grounding of working within an office environment, as well as on an individual basis. My responsibilities included: maintenance of cash, data processing, completion of legal formalities and customer communication including face to face, written and electronic. I became used to regular appraisals and performance reviews. In my final role I was Assistant to the Senior Business Manager in the Bath Business Centre, responsible for day to day client account management, timely production of reports and lending applications and the customer contact strategy for my Manager.

Paul Godwin Skills

Banking Financial Planners Pensions Sipp Insurance Retirement Planning Account Management Financial Planning Wealth Management Services Portfolio Management Tax Financial Life Planning Investments Financial Risk Relationship Management Credit Risk Team Management Finance Wealth Protection Financial Regulation Investment Advisory Asset Allocation Financial Services Wealth Management Strategic Financial Planning High Net Worth Individuals Investment Strategies Risk Management Asset Management Trusts Credit Holistic Financial Planning Wealth Investment Planning Personal Financial Planning Protection Management Investment Banking Credit Analysis Private Banking Inheritance Tax Planning Retail Banking Funding Retirement Loans Crm Later Life Advice Investment Management Residential Mortgages

Paul Godwin Education Details

  • Chartered Institute Of Insurance
    Chartered Institute Of Insurance
    Financial Planning And Services
  • Chartered Institute Of Bankers
    Chartered Institute Of Bankers
    Banking And Financial Support Services
  • Bradon Forest
    Bradon Forest

Frequently Asked Questions about Paul Godwin

What company does Paul Godwin work for?

Paul Godwin works for Lansdown Place Wealth Management Ltd.

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

Paul Godwin's current role is Retired Chartered Financial Planner.

What schools did Paul Godwin attend?

Paul Godwin attended Chartered Institute Of Insurance, Chartered Institute Of Bankers, Bradon Forest.

What skills is Paul Godwin known for?

Paul Godwin has skills like Banking, Financial Planners, Pensions, Sipp, Insurance, Retirement Planning, Account Management, Financial Planning, Wealth Management Services, Portfolio Management, Tax, Financial Life Planning.

Who are Paul Godwin's colleagues?

Paul Godwin's colleagues are Kingsley Allen, Damon Fox, Sam Tree Dippfs, Callum Broom, Stephen Brice, Samuel Sparkes, Sean Dean.

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