Paul Holt

Chartered Financial Planner

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.


Financial Planning

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Personal 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...
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