Paul PFS
Independent Financial Advisor at MERIDIAN WEALTH MANAGEMENT LTD | Greater Leeds Area
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Paul PFS is a seasoned Independent Financial Advisor and mortgage broker at MERIDIAN WEALTH MANAGEMENT LTD, where he leverages his extensive expertise to guide clients through the complexities of financial planning and investment strategies. With a strong foundation in financial services, Paul specializes in crafting personalized financial solutions that encompass budgets, pensions, and retirement planning. His proficiency in both C and Java programming languages allows him to utilize advanced financial modeling tools, enhancing the accuracy and effectiveness of his advisory services.
At MERIDIAN WEALTH MANAGEMENT LTD, Paul is currently spearheading key projects that focus on optimizing client portfolios and developing tailored mortgage solutions. His adept negotiation skills enable him to secure favorable terms for clients, ensuring they achieve their financial goals while minimizing risks. Paul’s commitment to continuous professional development keeps him abreast of the latest trends and regulations in the financial sector, allowing him to provide informed advice that aligns with current market conditions.
In addition to his technical skills, Paul is an effective communicator, utilizing tools such as PowerPoint to present complex financial concepts in an easily digestible format. His ability to engage clients in meaningful discussions about their financial futures fosters trust and long-term relationships. As he navigates the ever-evolving landscape of financial services, Paul remains dedicated to empowering clients with the knowledge and resources they need to make informed decisions, ultimately guiding them toward financial independence and security.
Independent Financial Advisor at MERIDIAN WEALTH MANAGEMENT LTD in November 2017 to Present
Senior Sales Development Manager at MetLife in September 2008 to September 2017
Head of Sales (North) at Infinity Mortgages in March 2003 to June 2008
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English
Windows
Research
Outlook
Teaching
Photoshop
Public Speaking
HTML
Strategic Planning
Budgets
Negotiation
Editing
C++
C
Java
Investments
Retirement Planning
Wealth Management
Pensions
Relationship Management
Finance
Pension Funds
Microsoft Excel
Financial Planning
Portfolio Management
Financial Services
Customer Service
Microsoft Word
PowerPoint
Retirement
Microsoft Office
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Discover more about MERIDIAN WEALTH MANAGEMENT LTDWhat is Paul PFS email address?
Email Paul PFS at [email protected] and [email protected]. This email is the most updated Paul PFS's email found in 2026.
What is Paul PFS phone number?
Paul PFS phone number is 07827 851135.
How to contact Paul PFS?
To contact Paul PFS send an email to [email protected] or [email protected]. If you want to call Paul PFS try calling on 07827 851135. (updated on August 19, 2019)
What company does Paul PFS work for?
Paul PFS works for MERIDIAN WEALTH MANAGEMENT LTD
What is Paul PFS's role at MERIDIAN WEALTH MANAGEMENT LTD?
Paul PFS is Independent Financial Advisor
Paul PFS Email Addresses
Paul PFS Phone Numbers
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