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.

Insights
& resources
by Paul

Article

October 11, 2021

Case Study - Financial Planning

Article

September 20, 2021

Increase to the normal minimum pension age from 55 years to 57 years

Services

Financial Planning

Albert Goodman Chartered Financial Planners are wholly owned by Albert Goodman LLP and have been providing financial advice of the highest standard to individuals and businesses for over 25 years....
Find out more

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 ...
Find out more

let's
 talk...

Fill in the form and we’ll get straight back to you.

tick
excellence
tick
creativity
tick
service
tick
trust
Newsletter sign up

Sign up & stay informed

Get started today

Fill in the form below to we'll get straight back to you.