Paul Howe DipPFS

Business Development Manager at Franklyn
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Contact Information
us****@****om
(386) 825-5501
Location
Congleton, England, United Kingdom, UK

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5.0

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David Williams

During his time as Business Account Manager, Paul always ensured that he was on hand to provide great support to us to ensure positive client outcomes were being delivered, whilst maintaining a high level of professionalism and a friendly attitude at all times

Paul Fazackerley APFS

I found Paul to be extremely helpful and supportive during his time as account manager and I knew that if something could be done to enhance a client experience, he would make it happen.

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Credentials

  • Diploma in Financial Planning (level 4)
    Chartered Insurance Institute
    Oct, 2010
    - Nov, 2024

Experience

  • Franklyn
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Business Development Manager
      • Mar 2023 - Present

  • Rowan Dartington
    • United Kingdom
    • Investment Management
    • 100 - 200 Employee
    • Investment Development Manager
      • Apr 2018 - Mar 2023

      Responsible for developing and promoting St. James’s Place Discretionary Managed and Stockbroking Services to the SJP Partners in the Solihull location Responsible for developing and promoting St. James’s Place Discretionary Managed and Stockbroking Services to the SJP Partners in the Solihull location

  • Zurich Insurance
    • Switzerland
    • Insurance
    • 700 & Above Employee
    • Business Account Manager
      • Nov 2008 - Apr 2018

      A relationship and challenging business developer at Zurich Financial Services. Focussed on understanding financial adviser business models, plans and needs and then effectively aligning the Zurich Retail Wealth and Protection propositions. Worked in partnership with adviser businesses in the Derbyshire, Leicestershire and Nottingham area for mutual benefit A relationship and challenging business developer at Zurich Financial Services. Focussed on understanding financial adviser business models, plans and needs and then effectively aligning the Zurich Retail Wealth and Protection propositions. Worked in partnership with adviser businesses in the Derbyshire, Leicestershire and Nottingham area for mutual benefit

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Premiere IFA
      • 2007 - Nov 2008

      IFA to high net worth banking clients Delivering bespoke financial advice in a fast moving work environment IFA to high net worth banking clients Delivering bespoke financial advice in a fast moving work environment

  • PDH Financial Management
    • Staffordshrie
    • Director
      • 1997 - 2007

      Self employed financial adviser for 10 years provided financial advice to a wide range of people, in association with J Rothschilds for 4 years and Sesame Network IFA Developed own client bank through client referals and net working and professional introductions Self employed financial adviser for 10 years provided financial advice to a wide range of people, in association with J Rothschilds for 4 years and Sesame Network IFA Developed own client bank through client referals and net working and professional introductions

  • NFU Mutual
    • United Kingdom
    • Insurance
    • 700 & Above Employee
    • Financial Consultant
      • 1989 - 1997

      Successful Financial consultant (for 5 years) to farming community in Staffordshire and Warwickshire area. Delivering financial advice on Protection, Investment and pension matters to high net worth individuals Successful Financial consultant (for 5 years) to farming community in Staffordshire and Warwickshire area. Delivering financial advice on Protection, Investment and pension matters to high net worth individuals

  • Eagle Star
    • pensions technitian
      • 1988 - 1989

Education

  • Evesham College Of FE
    1985 - 1988
  • Prince Henry's High School
    1982 - 1985

Community

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