Paul Chambers – Amersham

Associate Planner

Paul joined the financial planning profession in 2011.  As a Paraplanner he works closely with the planners and support team to review, analyse and prepare compliant reports.  His responsibilities also include ensuring the efficient workflow and analysis of KPIs for the largest Paraplanning unit in Succession.

Following University he developed his client focussed approach when managing restaurants and bars for nine years.

Paul’s qualifications include the Level 4 Diploma in Regulated Financial Planning and fully intends to obtain Chartered status in the next two years.

Outside of work he can be found playing whatever sport his ageing knees will allow and making cocktails, but not usually at the same time!

07388 948727

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