Contact Paul today

Paul Roberts

DipPFS, CertPFS (DM & Securities), CertCII (FS)

Independent Financial Adviser

 

Paul has been in the financial services industry since 2005 and held senior positions within collateral management at investment banks Morgan Stanley and UBS AG, before working as a senior relationship manager at BNP Paribas in their prime brokerage division.

 

Utilising his client relationship experience and with a strong interest in personal finance, Paul took the steps to begin studying towards his exams to become an Independent Financial Adviser which he has successfully achieved. 

 

Paul joined Strategic Solutions in 2018 and works closely with Kevin Forbes and Jon Hickson. Looking to build on his existing knowledge he is now studying towards obtaining Chartered status.

 

Paul lives with his wife and daughter in Bournemouth. He is a keen follower of sports including golf, tennis, F1 and football where he is an AFC Bournemouth season ticket holder.

 

He is a member of the Personal Finance Society (PFS) and holds the following qualifications: 

 

RO1 -  Financial Services, Regulation & Ethics
RO2 – Investment Principles and Risk
RO3 – Personal Taxation
RO4 – Pension and Retirement Planning
RO5 – Financial Protection
RO6 -  Financial Planning Practice


J10 - Discretionary Investment Management
J12 - Securities Advice & Dealing

LP2 – Financial Services, Products and Solutions

AF4 – Advanced Investment Planning

 

Diploma in Regulated Financial Planning

Diploma in Financial Planning
Certificate in Discretionary Investment Management
Certificate in Securities Advice & Dealing
Certificate in Financial Services