Paul Holt
Chartered Financial Planner
Paul is a Chartered Financial Planner and Associate of the Chartered Insurance Institute Personal Finance Society. He is also apart of the CII 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.
Insights
& resources
by Paul
Services
Financial Planning
Find out morePersonal Pensions
Retirement planning can be some of the most important financial planning we do as individuals. This kind of planning should be made as early in life as possible, but advice is key throughout both work...
Find out more
let's
Fill in the form and we’ll get back to you as soon as possible.
Proud to be associated with
What’s happening at AG.
Well 2024 . . . It’s almost a wrap! 🎬
Our offices will be closed from 1PM on Tuesday 24 December so our people can enjoy some well–deserved rest and relaxation after another busy year. We will be back in business from 8:30AM on Thursday 2 January. ⏱️
In the meantime, from us all, happy holidays and here’s to 2025. ⭐
2 days ago
Ending the year the right way, with a festive feast. 🎄
It has been a successful year for us. New offices, a growing team, awards, accreditations and we are celebrating with an end of year get together over some good food. ❤️🔥
Shout out to our incredible suppliers, Little Grazey, Hannah's Kitchen, Somerset Chilli Garden, Rhubarb & Ginger and Kate's Kitchen Bristol. ❣️
3 days ago
Collaborative
Impactful
Trustworthy
Progressive