Paul Tadman - Consultant - Bristol
Qualifications
BSc(Hons) Mathematics - Leicester University
Chartered Insurance Institute:
- Financial Planning Certificate:
- Advanced Financial Planning Certificate:
- SV1 Savings & Investment
- CeMap
Experience
Paul has worked in financial services since leaving University in 1997. He has provided advice on all aspect of financial planning with particular specialisation in Investments and Inheritance Tax.
Between 1999 and 2006 he was employed as a Compliance Assistant with Heath Consulting, a Consultant with Frizzells and as a Senior Consultant with Berry Birch & Noble. Paul then joined the LEBC Group in February 2006.
Paul specialises in dealing with members of large Affinity Groups where he concentrates on providing wealth management advice, many in relating imminent retirement matters
In addition Paul has connections with the Legal profession providing advice the practice and their clients. A significant amount of this advice is related to trust assets and investment portfolio management.
Specialisation
Investment and Inheritance Tax planning.
The FSA does not regulate some forms of Inheritance Tax Planning.