Paul Godwin Email & Phone Number

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

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.

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.

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.

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.

Advanced Diploma, Financial Planning And Services

Covering Investment Principles and Risk, Personal Taxation, Pensions and Retirement Planning, Financial Services Regulation and Ethics

Banking And Financial Support Services

Associate 8 separate exams including: Law, Economics, Accountancy, Finance of International Trade and Practice of Banking all passed 1988.

Education record