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Managing Director
Certified Financial Planner
Paul has worked with like minded professionals for over 10 years and has amassed 25 years experience within financial services.
He is a member of the Chartered Insurance Institute, Institute of Financial Planning and Personal Finance Society. Paul is one of a prestigous number of advisers who holds the CERTIFIED FINANCIAL PLANNERCM Certification, and in addition holds advanced qualifications in taxation and trusts and pensions.
Paul works with many wealthy clients advising them across all aspects of financial planning - be it personal or business related. His strong links with other professionals allows him to enhance the support his gives to his clients through complimentary services.
Paul is an affilate member of Resolution - an organisation of 5000 family lawyers who believe in a constructive, non-confrontational approach to family law matters- and has been accredited by them as a Pension and Divorce specialist. He is one of only a small number of IFAs on Resolutions preferred register whom members can refer to for support and advice on financial matters related to divorce.
As an appointed auditor for the IFS Group he has a thorough understanding of risk management, compliance and regulatory issues.
Paul is married with four children – two boys and two girls. He enjoys many sports and is a very keen golfer - and is constantly being reminded that his handicap belies his ability: the term Bandit has been known to be used !! He is a lifelong Birmingham City fan, and is pleased to see his team back in the Premiership.
Gavin has 25 years experience of tax and financial planning, is a member of the Personal Finance Society, with advanced qualifications in Taxation and Trusts and Pensions. He also holds an Association of Taxation qualification.
For much of his time, Gavin has worked within the Accountancy sector, where his roles included helping to create and develop a Financial Services department for a Top 20 accountancy firm.
Whilst providing a comprehensive service, his main areas of work include portfolio management, post retirement planning and Inheritance Tax issues.
Gavin also supports a team in Blue, Chelsea - and much to the dismay of colleagues - Gavin's team have had far more success than the Birmingham Blues.
John has had a career in financial services for 42 years. His wealth of experience and technical knowledge has been shared with other professions to their mutual benefit.
His ability to communicate well ensured that he always sourced not just an answer but the best, most appropriate for clients, taking an holistic approach.
Second generation clients and long term relationships demonstrate his success.
At 18 he joined the Royal Air Force as an officer cadet and was commissioned as aircrew, becoming a navigator. He says his lateral thinking and problem solving stems from that era.
He then joined financial services and has always been linked to the independent advice sector. He is a qualified member of the Personal Finance Society, has studied with the Coaching Academy and has a diploma in NLP.
He managed SE England for the IFA division of an insurance company, specialising in pensions and tax planning. He joined IFS in 1996. He has lectured to and for professionals and also for Birmingham Education adult classes. He contributed finance articles to the Evening Mail in the IFA Promotions initiative.
John spends time both in the UK and Australia and is able to maintain and sustain a successful client base in the UK by utilising all the current communication systems.
He has worked in charitable organisations for many years and is currently in Rotary International.( He says selling 'Christmas Draw' tickets in Australian sunshine, has distinct advantages over standing in the freezing cold in the UK.)
John, and his wife Lesley, have 3 children who are now spread around the world. All the grandchildren live abroad, which John says compels him to travel!