Paul Holt

Paul is a Chartered Financial Planner and Associate of the Chartered Insurance Institute Personal Finance Society.

Paul started his financial services career as an investment fund and pension research analyst for a national Independent Financial Adviser.

Prior to joining Albert Goodman in 2010, Paul's career had led him to work as a financial planner with both professional firms and a global private bank advising private and corporate clients.

Paul is qualified and registered as a Pension Transfer Specialist. His qualifications also include the Chartered Insurance Institute Certificate in Discretionary Investment Management and Long-Term Care Insurance.

Paul has a detailed understanding of the practical matters facing individuals leading up to retirement and I specialise in the preparation of tailored pre and post-retirement planning.

Paul's experience and expertise allow him to continue to work closely with both private and business clients to deliver and manage long-term tailored holistic solutions to meet their key financial goals and objectives.