ADVISER PROFILE

Paul Davey

Role: Independent Financial Adviser
Location: Liverpool Office
Qualifications: Diploma in Financial Planning (Dip PFS)

Paul can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
In particular Paul specialises in Pension planning, Investment planning and Protection planning.

Outside of work…

Paul is a keen traveller and his favourite food is Indian.

PAUL’S CONTACT DETAILS

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