Paul Pelopida - Portfolio Financial Consultancy

Paul has been working in the financial services marketplace for over 20 years and holds full FPC qualifications, as well as a Level 4 Diploma in Financial services, to ensure high levels of advice are delivered to all of his clients.

Paul is able to offer financial advice in many aspects of financial planning but pays particular attention to specialist advice in the following areas :-

• Investment advice for individuals and companies, with the construction of suitable Investment Portfolio's for either growth/income or both
• Retirement Planning to Individuals and Companies
• Inheritance Tax and suitable advice in relation to mitigation using suitable financial products.
• Financial advice to individual and corporate companies in areas such as Keyman Protection/Shareholder Protection and Pension Planning.