COMPLETE FINANCIAL SOLUTIONS - Key Persons
Job Titles:
- Paraplanner and Office Manager
Angela entered the world of financial services in 1995. Having worked with five independent financial advisers, an employee benefits provider and an insurance company, she joined Complete Financial Solutions in October 2014. She is currently working towards a Diploma in Financial Planning.
Angela is particularly skilled at communicating with and supporting clients. She enjoys helping people to achieve their goals, whether saving for their first home, providing school fees or family protection, or ensuring that clients can enjoy their retirement.
Angela assists with the preparation of valuations, portfolio purchases and withdrawals, and application submissions, together with undertaking thorough research and producing detailed reports.
Paul has worked in finance for 35 years, having begun as a sales associate with Allied Dunbar in 1987. He was invited to join Riverside Financial Management, a firm of independent financial advisers, in 1999. Five years later, in 2004, he felt the time was right to go it alone and set up Complete Financial Solutions.
With a Business degree and a Diploma in Financial Services, Paul serves around 170 local clients at any one time, the longest of whom has stuck with him for 34 years. Clients come to him via both professional introductions and personal recommendations.
Paul prides himself on the personal service he offers to clients and the relationships he builds. Knowledgeable and reliable, he remains personable and always puts the client's wellbeing at the forefront of everything he does.