Paul Christie

Company Director

Paul has always recognised the importance of maintaining a high level of technical competence. He has continued to undertake further professional examinations throughout his entire career. His most recent attainment has been the Chartered Wealth Manager Qualification, which is a postgraduate level specialist qualification. This is recognised by Ofqual as the CISI Level 7 diploma in Wealth Management on the Regulated Qualifications Framework (RQF).



BA(Hons) Economics


Chartered Insurance Institute (CII)

Chartered Financial Planner

Advanced Diploma in Financial Planning

Certificate in Discretionary Investment Management

Award  in Long Term Care Insurance

Pension Transfer Specialist (G60 and AF3)

Certificate in Financial Administration (Pensions)

Certificate in Life and Pensions

Institute of Financial Planning (IFP)

Certified Financial Planner

Chartered Institute for Securities and Investment (CISI)

Chartered Member of the Chartered Institute for Securities and Investment

Chartered Wealth Manager

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