Paul Holt

Chartered Financial Planner

Paul is a Chartered Financial Planner and has extensive experience having previously worked in a large provincial law firm,  Ernst & Young and Merril Lynch Private Bank where he advised high net worth individuals and business owners.

Paul has particular expertise in respect of pensions and investment. He offers an individually tailored approach to clients requiring both pre and post retirement planning.

Chartered Financial Planner


Protecting your employees’ financial future
Protecting their futures and those of their families will continue to be an increasing area of importance for current and future employees. Paul Holt, a Chartered Financial Planner within Albert...
Pension Investment Check List

We have now entered British Summer Time and the thoughts of dealing with last minute tax affairs as we approached the end of the last tax year now start to…