Paul Pickering – Harrogate

Wealth Planner

Paul is a Member of the Personal Finance Society and has worked in the Financial Services for over 20 years in both large multinational and private partnership environments. Paul holds the Chartered Insurance Institute Diploma in Financial Planning.

Paul has continued developing his knowledge and experience by taking relevant examinations. Successfully passing the Discretionary Fund Management exams and holds The CII Pension Transfer Specialist and CISI Advanced Pensions qualifications. He is working towards attaining The Chartered Financial Planning qualification.

Paul is a firm believer in the importance of thoroughly understanding clients and what makes them tick. Only with a deep understanding of the client’s values and goals can an effective and successful financial plan be created. Paul is very proud that he has retained clients for the whole 20 years and has seen the next generation prosper and in turn become valued clients too. Paul advises both Corporate clients and Private Individuals.

Outside work, Paul is married to Spiridoula, together they have a wonderful young son, Alexandros and a Yorkshire Terrier, Hugo. Travel is a big part their lives and they like to visit family in Crete as often as schooling will permit. Paul also enjoys skiing, cycling and hacking around a golf course and has recently become involved in the local Scout group.

07712 528518 / 01423 510000

Not who you are looking for?