Paul Charles
ChFC®️/S DipPFS
Partner

Paul began his career as an Independent Financial Advisor in the UK in 2005 after graduating from Sheffield Hallam University with a degree in Business Modelling & Management. He moved to Singapore in 2010, undertaking several senior financial planning and wealth management roles.

About Paul

Paul began his career as an Independent Financial Adviser in the UK in 2005 after graduating from Sheffield Hallam University with a degree in Business Modelling & Management. It was in 2010 when he made the move to Singapore, undertaking several senior financial planning and wealth management roles.

Paul is passionate about Lifestyle Financial Planning and how it enables his clients to achieve and enjoy the life that they want for themselves and their loved ones. He knows that each client is unique, and therefore he first helps them understand what is truly important to them. Once this has been established, he utilises his expert financial management to tailor a plan to meet their financial goals and objectives.

As part of his ongoing commitment to financial planning and wealth management, Paul holds the prestigious Chartered Financial Consultant designation from the American College of Financial Services. He holds a range of UK qualifications, including the Investment Advice Diploma from the Chartered Institute for Securities and Investment.

In his personal time, Paul enjoys travelling and playing a number of different sports. He is a keen footballer and a passionate Middlesbrough fan, which like the markets, has its ups and downs!

Get to know Paul even better
Qualifications

Chartered Financial Consultant
The American College of Financial Services

Level 4 Investment Advice Diploma
The Chartered Institute for Securities & Investment

Certified Financial Planner Certificates
Chartered Insurance Institute

CMFAS 5, CMFAS 6, CMFAS 6A, CMFAS 8, CMFAS 8A, CMFAS 9, CMFAS 9A, CMFAS HI
Institute of Banking and Finance & Singapore College of Insurance