Paul Lindfield Email
Independent Financial Adviser @ Arcus Wealth
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Paul Lindfield Location
- England, United Kingdom
Paul Lindfield Work
- 2024 -now Independent Financial Adviser @
- 2018 -2025 Independent Financial Adviser @
- 2019 -2025 Director and Financial Planner (Business owner) @
- 2013 -2018 Director of Wealth Management @
- 2007 -2013 Executive Consultant @
- 2002 -2007 IFA @ MEFS / Suttons IFA
- 2000 -2002 Personal Financial Adviser @
- 1997 -2000 Financial Planner @ Thomson Morley Jackson
Paul Lindfield Education
- University of Sunderland
BA Hons (Economics)
1992-1995 - Thornleigh Salesian Sixth Forn
A-Levels (Economics, Science, Mathematics)
1990-1992 - Mount St Joseph, Bolton 1985-1990
Paul Lindfield Skills
- Inheritance Tax Planning
- Pensions
- Strategic Financial Planning
- Personal Tax Planning
- Financial Advisory
- Assurance
- Wealth Management
- Investment Advisory
- Income Protection
- Trusts
- Income Tax
- Investments
- Corporate Tax
- Funding
- Portfolio Management
- Financial Services
- High Net Worth Individuals
- Retirement Planning
- Finance
- Wealth
- Investment Strategies
- Employee Benefits
- Wealth Management Services
- Retirement
- Critical Illness
- Estate Planning
- Savings
- Investment Management
- Financial Planning
- Strategic Financial
- Customer Service
- Sales
- High Net Worth
- Project Planning
Paul Lindfield Summary
- Paul Lindfield, based in England, United Kingdom, is currently a Independent Financial Adviser at Arcus Wealth. Paul Lindfield brings experience from previous roles at Stratagem Financial Planning, Sedulo and RSM Tenon Financial Management Ltd. Paul Lindfield holds a 1992 - 1995 BA Hons in Economics @ University of Sunderland. With a robust skill set that includes Inheritance Tax Planning, Pensions, Strategic Financial Planning, Personal Tax Planning, Financial Advisory and more. Paul Lindfield has 2 emails on RocketReach.
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