Paul Cliffe Email & Phone Number
Tax and Financial Planning Consultant @ Quilter
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Paul Cliffe Location
- London, GB
Paul Cliffe Work
- 2025 -now Tax and Financial Planning Consultant @
- 2025 -2025 Managing Partner @
- 2019 -2020 Guest Contributor @
- 2017 -2025 Managing Director @ Utopia Digital Asset Management
- 2016 -2016 Compliance Project Manager @
- 2015 -2015 Senior Compliance Consultant and QA @
- 2014 -now Member @
- 2012 -2013 Project Consultant @
- 2012 -2015 Project Consultant @ Own privately held
- 2011 -2012 Compliance Consultant @
Paul Cliffe Education
- The Chartered Institute for Securities & Investment (The CISI)
(Diploma of Investment Compliance)
2019-2019 - Chartered Institute of Taxation (CIOT)
Chartered Tax Advisor (Tax Law/Taxation)
2019-2019 - University of Liverpool
Master of Business Administration (MBA)
2016-2018 - The Chartered Banker Institute
(DipPFA)
2015-2016 - The Chartered Institute for Securities & Investment (The CISI)
(Investment Operations Certificate)
2015-2015 - LIBF
(CeFA)
2008-2011 - Merchant Taylors' Schools, Crosby
(Studied Economics, Philosophy and English Literature to an advanced level.)
1995-2002 - University of Liverpool
(Economics)
Paul Cliffe Skills
- Crypto Pensions
- Vyper (Programming Language)
- Regulatory Compliance
- Quality Assurance
- Leadership
- Stakeholder Management
- Business Analysis
- Risk Management
- Budgeting
- Senior Stakeholder Management
- Investments
- Investment Management
- Cryptocurrency Trading
- Software Development
- Cloud Computing
- Python (Programming Language)
- Investment Strategies
- Cryptocurrency
- Bitcoin
- Financial Advisory
- CRM
- Financial Services
- Strategic Financial Planning
- Financial Risk
- Private Wealth Management
- Sales
- Finance
- Banking
- Mortgage Lending
- Customer Relationship Management (CRM)
- Project Management
- Financial Modeling
- Portfolio Management
- Financial Analysis
- Blockchain
- Microsoft PowerPoint
- Management
- Customer Service
- Business Relationship Management
- Relationship Management
- Negotiation
- Client Relationship Building
- Mortgage Planning
- Wealth Management Services
- Digital Assets
- Family Office
- Investment Portfolios
- Microsoft Excel
- Smart Contracts
- Solidity
Paul Cliffe Summary
- Paul Cliffe, based in London, GB, is currently a Tax and Financial Planning Consultant at Quilter. Paul Cliffe brings experience from previous roles at Polaris AI, Family Office Magazine, Utopia Digital Asset Management and EFG Private Bank. Paul Cliffe holds a 2019 - 2019 The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Crypto Pensions, Vyper (Programming Language), Regulatory Compliance, Quality Assurance, Leadership and more. Paul Cliffe has 3 emails and 3 mobile phone numbers on RocketReach.
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