Paul Holt
Senior Consultant at Albert Goodman
Based in Taunton, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
Taunton
Industry
Accounting
Company size
312
Contact information
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p•••••••@linktr.ee
Phone
5 credits+44 ••• •••• ••••
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Background
About Paul Holt
I am a Fellow of the Chartered Insurance Institute Personal Finance Society and work as a Chartered Financial Planner. I started my financial services career as an investment fund and pension research analyst for a national IFA network based in Bristol. My subsequent career has taken me to a large provincial law firm and latterly Ernst & Young LLP and Merrill Lynch Private Bank Ltd, prior to joining Albert Goodman Financial Planning in 2010. I help both private and business owner clients delivering holistic financial planning advice. I have a detailed understanding of the practical matters facing individuals leading up to retirement and specialise in the preparation of tailored pre and post-retirement planning.
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