"I hold the Advanced Financial Planning Certificate and specialise in investment, long term care fees, equity release and Inheritance Tax planning. I have specific qualifications in each of these areas awarded by the Chartered Insurance Institute.

Joining the financial services industry in 1983 I have held a variety of advisory and management roles with both local and national companies.

I develop and present our seminar programmes for clients, the invited public and to the legal community. I have been trained and selected by the Financial Services Authority to present their "Financial Capability in the Workplace" seminars.

Following the Legal Services Act 2011, I trained under the Society of Will Writers and qualified to accept client instructions on Wills, Family Trusts and Powers of Attorney.

In December 2012 I obtained my 'Statement of Professional Standing (SPS)' from The Chartered Insurance Institute, well ahead of the Retail Distribution Review deadline of January 2013"

paul@asset-im.co.uk

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