Paul Duckworth FPFS - Chartered Financial Planner

30 years experience in financial services as an IFA.

• STEP Certificate for Financial Services
• Financial Planning Certificate, parts 1,2 & 3
• MAQ Mortgage Advice Qualification
• CF7 Lifetime Mortgages
• HR1 Home Reversion Plans
• G10 Taxation & Trusts
• G20 Personal Investment Planning
• G30 Business Financial Planning
• G60 Pensions
• G70 Investment Portfolio Management
• G80 Long Term Care, Life & Health Protection
• CF8 Long Term Care Insurance
• H15 Supervision & Sales Management
• H25 Holistic Financial Planning
• K10 Retirement Options
• K20 Retirement Investment Options
• CF9 Pension Simplification
• R08 2105 Pension Update
• ACII 740 Pensions Law, Administration & Taxation
• ACII 735 Life Insurance
• Pensions Management Institute – Financial Adviser Trustee Pensions Certificate

• Advanced Financial Planning Certificate

• Fellow of the Personal Finance Society (FPFS)

• SOFA Awards 2000/1
  • Financial Adviser of the Year (Planning for Retirement)

• SOFA Awards 2001/2
  • Financial Adviser of the Year (Planning for Income in Retirement)
  • Financial Adviser of the Year (Planning for Lump Sum Investment)
  • Finalist - Business Planning for Retirement

• Money Management/Institute of Financial Planning Awards 2001/2
  • Winner – Retirement Planning
  • Runner up – Protection Planning

• Money Management/Institute of Financial Planning Awards 2004/5
  • Winner – Retirement Planning

Paul Duckworth Independent Financial Adviser is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Ltd is entered on the Financial Conduct Authority register (www.fca.org.uk/register)under reference 150643

Principal: Paul Duckworth
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.