Highly articulate senior financial services professional with over 35 years of experience in Retail/Commercial Banking/IFA and Insurance Environments. Being an experienced Chairman Magistrate who also serves the local community of Stockport and Cheshire.
Paul’s career began in the 1970s in the world of home service. By the mid 1980s his role in financial services had moved to management. Paul’s management/training career progressed with a major tied insurance provider over a 15 year period. He progressed through a variety of roles until reaching an executive management position.
Looking for new challenges and experiences, Paul moved to a major high street bank. He managed and delivered training to 12 regional branches.
Paul possesses excellent communication and management skills. He feels that this has enabled him to build strong and trustworthy relationships with external and internal stakeholders across the spectrum including senior management, line managers, subordinates and external business customers.
Paul works closely with the IFAs to monitor, support and develops their day to day business. Reporting to the Compliance Director, Paul accompanies the IFAs on live, observed competency visits, conducts one to one meetings, supports training opportunities and meets the required industry competencies.
True Bearing Chartered Financial Planners allows Paul to engage in voluntary work as a Justice of the Peace for Stockport and Cheshire. This voluntary work gives Paul a feeling of putting something back into society whilst serving his local community.
Paul is married with 2 sons and lives in Marple, Cheshire. Socialising and time spent with his family are his main pastimes.