Paul Dickinson is an experienced wealth manager with a demonstrated history of working in the Estate & Succession Planning Sector, with over 25 years of experience working in the Wealth management industry. He is highly skilled in Estate & Succession planning, Pension and Retirement Planning. & Business Planning, He is adept at understanding and managing client expectations and formulating bespoke strategies based on the individual client’s financial needs. He adopts where possible a win/win approach, utilizing extensive experience and knowledge in seeking solutions to business, personal and his client’s challenges.

Paul holds the Certificate in Investment Management through the Chartered Institute for Securities & Investment, of which he is also a Chartered Member, and is also an Affiliate Member of the Society of Trust and Estate Practitioners. Through the CISI he regularly stays up to date on changing markets, products and regulation by completing the annual CPD hours required to remain a member.