Paul Malins, Cfp™ Chartered Fcsi Email & Phone Number

London, Gb

London, United Kingdom

My aim is to help you establish your lifetime goals and give you the best chance of achieving them by accumulating and/or preserving lifetime and generational wealth with practical, tax efficient and transparent advice, supported with a high level of proactive service.For those still working but time poor, I take away the hassle of building financial security and protection so that you can attend to your own business needs. For those in retirement, my focus is more likely to be on tax efficient and flexible income generation along with capital and estate preservation. All clients' have online access to valuations and regular reviews are carried out with minimal paperwork providing total ease of reference and ongoing administration.PWM is the winner of multiple professional awards including STEP Financial Adviser Team of the Year in 2019/20 and shortlisted finalists in subsequent years, and leading financial services firm in the UK, offering lifetime financial planning and genuinely independent, strategic and tactical investment advice to City professionals, business owners, trusts, charities and wealthy individuals. We also work extensively with Partners in the Big Four accountancy practices and Magic Circle law firms.Founded in 2004, we manage over £3.3 billion of clients' funds as the largest truly independent financial adviser firm in the UK.

London, United Kingdom

Since the Towry takeover of Bluefin Personal Consulting, continued to build and develop long term relationships with existing and new wealthier private clients and trusts, by delivering comprehensive lifestyle financial planning on a fee-basis, to include lifetime cashflow analysis and an advisory or discretionary investment management solution.

London, United Kingdom

Delivery of a 6-stage comprehensive lifestyle financial planning solution, including cashflow and investment management, to a limited number of relationship-based high net worth clients.

London, United Kingdom

To support the management and delivery of the induction process for new and existing Planners in conjunction with the Head of Professional Standards and Adviser Support. To proactively promote and drive Bluefin's TCF ethos and culture by developing adviser's skills and knowledge to ensure all clients receive the highest quality of advice and service.

Bishop'S Stortford

Retained 2 employed Advisers & 1 Administrator & recruited 2 new Advisers; 1 investment Adviser & 1 Mortgage Adviser (only), turning over circa £350,000. CF24 authorised.

Bishop'S Stortford

Retained 5 Advisers in new firm (original 4, plus 1 new from previous business. Recruited to 10 Advisers (converted 2 to employed status) & 4 Administrators, turning over circa £750,000. CF24 authorised.

Hertford

Joined by 4 other former GAN Advisers to be independent to meet the requirements of existing quality clients

London, United Kingdom

London, United Kingdom

London, United Kingdom