Paul Barratt Email
Senior Director of Financial Planning @ Charles Stanley & Co. Limited
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Paul Barratt Location
- London, GB
Paul Barratt Work
- 2023 -now Senior Director of Financial Planning @
- 2007 -now Chartered Financial Planner BA (Hons) APFS @
- 2017 -2023 Director Of Financial Planning @
- 2003 -2007 Accounts Manager and Trainee Pension Consultant. @
Paul Barratt Education
- University of Leicester
BA (Hons) Economics (Economics)
2000-2003
Paul Barratt Skills
- Investments
- Financial Advice
- Financial Planning
- Retirement Planning
- Protection
- Inheritance Tax Planning
- Retirement
- Asset Allocation
- Income Protection
- Critical Illness
- Estate Planning
- High Net Worth Individuals
- Annuities
- Tax
- Term Life Insurance
- Pension Funds
- Bonds
- Defined Benefit
- SIPP
- Pensions
- Strategic Financial Planning
- Financial Advisory
- Fixed Annuities
Paul Barratt Summary
- Paul Barratt, based in London, GB, is currently a Senior Director of Financial Planning at Charles Stanley & Co. Limited. Paul Barratt brings experience from previous roles at Charles Stanley, Charles Stanley & Co. Limited and Mattioli Woods plc. Paul Barratt holds a 2000 - 2003 BA (Hons) Economics in Economics @ University of Leicester. With a robust skill set that includes Investments, Financial Advice, Financial Planning, Retirement Planning, Protection and more. Paul Barratt has 1 emails on RocketReach.
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