Your Money - Your Future
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Paul Reid Dip PFS, Cert CII (MP), IMC
Investment Manager and Wealth Manager
Paul's focus is always on the client. "Understanding a client's needs and objectives and then delivering a solution to meet them" is always key in any discussion.
As well as advising his own clients, Paul has a key role within the Investment Management team, bringing his knowledge and skills to the fore in managing our client portfolios and heading the team on a day-to-day basis
Paul holds the Investment Management Certificate (IMC) alongside his Dip PFS and Cert CII (MP) qualifications. The culmination of a year of study, the IMC is an FCA approved competency examination that tests knowledge of the regulations and practices of financial markets, the categories of securities and the principles of investment management.
Paul is a fitness enthusiast and enjoys family life with his wife, daughter and son. Paul states that his greatest ambition is to live long and be happy and healthy.
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