Paul Smith – Halifax

BSc(Hons) FPFS Chartered MCSI
Wealth Planner

Paul has 20 years’ experience in the financial services profession, including 7 years in stockbroking as a Registered Representative of the London Stock Exchange. In recognition he was granted Chartered MCSI status from the Chartered Institute for Securities and Investment (CISI) in 2010 and the following year was awarded Chartered Financial Planner status.

Paul deals with all aspects of tax efficient financial planning, and specialises in long term wealth preservation, retirement and inter-generational planning. Paul’s reputation amongst his clients is built on integrity. Paul holds the highest award in the CISI’s Integrity Matters examination. ‘I review thoroughly every recommendation I make’ he says, ‘I always ask myself would I give this advice to a family member or a close friend in the same circumstances?’.

Paul lives in Halifax with his wife, Ellie, and their young children Yulianna and Alexander. A doting father, he has temporarily abandoned his mountain bike to spend weekends visiting local zoos and parks. Aside from his family duties and his love of the great outdoors, Paul is a keen amateur astronomer.

01422 416 928 / 07816 649 414

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