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