Summary

Financial Adviser with many years experience of meeting client's needs. 23 years and counting in the Financial Services industry.

0161 762 1397 or paul.carroll@comparefinanceltd.co.uk

Expertise


• Life Insurance
• Critical Illness Cover
• Income Protection
• Private Medical Insurance
• Accident, Sickness & Unemployment Cover

• Business Protection - Loan Protection, Shareholder Protection & Key Person cover

• Business Insurances - Public & Employer's Liability, Professional Indemnity, Directors & Officers
• Commercial Buildings & Contents - Shops & Office packages, Retail, Warehouses
• 'Niche' Commercial Insurance - Care Homes, Hotels, Agricultural, Classic Car, Marine, Leisure

• Home Insurance - including non-standard constructions and underpinned homes
• Landlords Insurance - Building & Contents, Rent Guarantees

Mortgages - Whole of Market advice on residential and Buy To Let mortgages

Experience

  • Gatehouse Insurance

    Mortgage & Insurance Adviser
    2011 - 2011
    Professional advice to personal and business customers on all aspects of Mortgages, Insurances, Life Assurance & Business Protection.
  • Barclays Wealth

    Financial Planning Manager
    2010 - 2011
    Face to face financial planning advice on investments, pensions and life insurance to branch customers
  • AXA Sun Life

    Financial Planning Manager
    2009 - 2010
    Face to face Financial Planning advice to customers of Britannia Building Society.
  • Bank of Scotland

    Client Manager
    2006 - 2008
    Wealth Management role advising clients on Inheritance Tax Planning, Pension Transfers and Annuities.
  • Barclays Wealth

    Financial Planning Manager
    2004 - 2006
    Face to face financial planning advice on investments, pensions and life insurance to branch customers
  • Friends Provident

    Team Manager
    1990 - 2004
    Many years doing various back office roles including Admin, Servicing, Underwriting, Full Time Training and in the latter years, running teams of administrators.

Qualifications

Full CII Financial Planning Certificate CII Mortgage Advice Qualification

Interests and Hobbies

Film, Music, TV, Football, part time taxi service for my 2 boys

Email Paul

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