Director Of Financial Planning @ (October 2017 - October 2023)
Accounts Manager and Trainee Pension Consultant. @ (November 2003 - March 2007)
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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