Paul has over 15 years experience working in Financial Services. 9 years of which have been spent working overseas in Singapore and now based in UAE for the last 18 months working with Hoxton Capital. UK and USA Qualified. Now focused on retirement planning and in particular US and UK pension plans. Paul also is a strong advocate of cashflow modelling and uses software such as CashCal to work out how close his clients are to achieving their financial goals.
Licensed, Registered or regulated in
the USA by the Securities and Exchange Commission
Areas of Expertise
Pensions
Pension Transfers
Investments Advice
Financial Advice
Tax
Tax / IHT planning
Asset management
Qualifications
USA Series 65 – Uniform Investment Adviser Law Examination
UK CII Diploma in Financial Planning
BA(Hons) Business Economics
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Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.