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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Paul Clifton - BA (Hons) FPFS

Paul graduated from the University of South Wales in 1998 with a degree in Business Studies/Administration. He was recruited onto a graduate scheme with a major investment firm which allowed him to qualify as a Financial Adviser. In 2003, Paul joined Hargreaves Lansdown and has recently become a Fellow of the Personal Finance Society (FPFS).

FCA reference number: PRC00065

Paul Clifton

Qualifications

  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Chartered Financial Planner
  • Fellow, Personal Finance Society
  • Advanced Qualifications in Taxation & Trusts, Pensions, Investments and Financial Planning
  • CF8 Long Term Care Planning
  • BA (Hons) Business Administration

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

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