Senior Wealth Planner
I have worked in financial services for over 20 years since graduating from Cardiff University with a degree in Business Administration. I enjoy building long-term relationships with clients, founded on trust, which help me positively impact their financial future. I take pleasure in addressing a wide range of client needs, and I strive to provide a comprehensive approach to financial planning by collaborating with legal and tax professionals. I'm proud to have had the status of Chartered Financial Planner for 15 years.
Location: Guildford
A bit about me:
I enjoy spending time with my young family and helping them develop in various sporting activities. When time allows, I enjoy playing tennis and golf. I've travelled extensively including spending time in South America to learn Spanish.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Doing the right thing for clients and being someone they can rely on during their financial journey.
Contact:
Paul.Hancock@canaccord.com
+44 1483 96 1165