Paul Whitehead APFS
Independent Financial Adviser (IFA) , Charterted Financial Planner at Keepstead Mortgage & Protection.- Claim this Profile
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Bio
Credentials
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Chartered Financial Planner
Chartered Insurance InstituteAug, 2018- Oct, 2024
Experience
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Keepstead Mortgage & Protection.
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Adviser (IFA) , Charterted Financial Planner
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Oct 2023 - Present
Keepstead Money provide excellent financial advice on all areas of personal and corporate matters including Mortgages, Protection, Pensions and Investments. With a vibrant, strong team of four Regulated Advisers, we have over 70 years combined industry experience, in addition a strong support function and management team to deliver the very bests service to our clients. Keepstead Money provide excellent financial advice on all areas of personal and corporate matters including Mortgages, Protection, Pensions and Investments. With a vibrant, strong team of four Regulated Advisers, we have over 70 years combined industry experience, in addition a strong support function and management team to deliver the very bests service to our clients.
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True Potential LLP
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United Kingdom
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Financial Services
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700 & Above Employee
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Chartered Financial Planner
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Aug 2017 - Oct 2023
Delivering quality financial advice in pensions and investments. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement or making the right decision on the new pension freedom options at retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. As can worrying about running out of money in retirement. I can simplify your life by addressing all aspects of your financial well being from pensions, investments and insurance to tax and estate planning while offering exclusive opportunities. Show less
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Intelligent Pensions Ltd.
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United Kingdom
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Financial Services
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1 - 100 Employee
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Retirement Analyst
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Nov 2014 - Aug 2017
Specialising in delivering quality pensions advice, working directly with private clients and in collaboration with financial advisers, trustees and employers to deliver high quality and tailored retirement planning solutions. Our vision is for clients to understand and maximise the financial options available to them in retirement within the context of their overall financial needs and objectives. Specialising in delivering quality pensions advice, working directly with private clients and in collaboration with financial advisers, trustees and employers to deliver high quality and tailored retirement planning solutions. Our vision is for clients to understand and maximise the financial options available to them in retirement within the context of their overall financial needs and objectives.
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LV=
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United Kingdom
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Financial Services
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700 & Above Employee
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Retirement Consultant
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Jan 2012 - Nov 2014
Responsible for promoting LV='s Pension, At Retirement and Investment Proposition within the North West. Actively selling retirement products to IFA’s and IFA networks encouraging business development and growth. Have built quality relationships with advisory firms, through face to face and telephony. Also presented at road-shows on a range of industry related issues, with a emphasis on how LV=’s Retirement Solutions can help with business. Responsible for promoting LV='s Pension, At Retirement and Investment Proposition within the North West. Actively selling retirement products to IFA’s and IFA networks encouraging business development and growth. Have built quality relationships with advisory firms, through face to face and telephony. Also presented at road-shows on a range of industry related issues, with a emphasis on how LV=’s Retirement Solutions can help with business.
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Aegon UK
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United Kingdom
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Financial Services
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1 - 100 Employee
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Pensions and Investments Consultant
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Jun 2007 - Jan 2012
Generated business by creating, developing and maximising business opportunities to a panel of IFAs. Actively promoted Pensions, SIPPS, Group Pensions, Investments, At Retirement and Guaranteed Products. Promoted conceptual sales of guarantees products, to help advisers recommend these products to clients. Designed strategies and sales techniques for the salesforce to promote AEGON’s offering, whilst constantly exceeding targets;; exceeded all Key Performance Indicators. Generated business by creating, developing and maximising business opportunities to a panel of IFAs. Actively promoted Pensions, SIPPS, Group Pensions, Investments, At Retirement and Guaranteed Products. Promoted conceptual sales of guarantees products, to help advisers recommend these products to clients. Designed strategies and sales techniques for the salesforce to promote AEGON’s offering, whilst constantly exceeding targets;; exceeded all Key Performance Indicators.
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Huntswood
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Business Manager
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Jun 2005 - Jun 2007
Completed project work at various locations, according to demands of business. Delivered an excellent consultancy service with trust, honesty and reliability. Completed project work at various locations, according to demands of business. Delivered an excellent consultancy service with trust, honesty and reliability.
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Education
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1997 - 1998
The University of Huddersfield
Bachelor's degree, Business Administration and Management, General -
1994 - 1996
Sheffield Hallam University
HND, Business and Finance
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