Paul Campion FPFS

Chartered Financial Planner

Living with his long term partner Alexandra in London, Paul leads an active life in and out of work, enjoying many sports and spending evenings out experiencing the many elements London and its surroundings has to offer.

Paul is amongst the most qualified financial planners in the UK being both a Chartered Financial Planner and a Certified Financial Planner. The finance industry describes Paul as having reached the ‘Gold’ Standard. Unusually Paul holds the Investment Management Certificate which is a rarity amongst Financial Planners since it is usually a qualification reserved for investment professionals such as Stockbrokers. Paul is a Fellow Member of The Personal Finance Society, which is the highest level of membership.

Having the Investment Management Certificate aids Paul considerably when advising investment clients and reviewing investments. Paul’s mix of qualifications means clients are offered the very highest levels of expertise and financial solutions.

Paul’s expertise is in family finances and corporate advice. Family finances include tax mitigation, investments including retirement provision, raising mortgage finance and protection. Paul has solved complicated scenarios for his clients including investing trust assets, raising additional funds for house purchase, generating retirement income and minimising inheritance tax.

A lot of the advice Paul provides involves a client’s other professional advisers such as solicitor, accountant and tax adviser. Where required Paul works closely with these other professionals to ensure that a client’s financial plans are complete and nothing is left to chance.
Using his technical skills Paul can often be found quoted in the trade press and his work can be found in several publications including Investors Chronicle, Citywire and Money Management.

Paul is a graduate of Birmingham University where he graduated with two Bachelor degrees; one in Commerce the other in Engineering. This combination of Commerce and broad based Engineering has given Paul an excellent foundation in business, finance and advanced mathematics – the key skills underpinning his successful career in Financial Services.

Qualifications:

• Fellow Member of the Personal Finance Society (FPFS)
• Chartered Financial Planner
• Certified Financial Planner (CFP®)
• CFA – Investment Management Certificate (IMC)
• Chartered Insurance Institute Accreditations in:
• Investment Risk (CF2)
• Residential Mortgages (Mortgage Advice – CF6)
• Equity Release (Life Time Mortgage Activities – CF7)
• Long Term Care (CF8)
• Pensions and the New Pension Regime (Pensions Simplification – CF9)
• Advanced Taxation and Trusts (G10)
• Certification for IT Insurance Professionals (CITIP)
• Personal Tax (J01)
• Trusts (J02)
• Personal Tax and Trust Planning (AF1)