Telephone: 01788 571 122

Email: info@pjlfs.co.uk

Address: Unit 9-11, The Locks, Rugby, Warwickshire, CV21 4PP

Paul Loveridge Profile

PAUL LOVERIDGE

Managing Director

Having worked in the financial services industry since 1994, I decided to open my own directly authorised business in 2011, providing bespoke financial solutions for our clients rather than the ‘off the shelf solutions’ offered by so many of our competitors


Providing quality financial advice is at the heart of everything that we believe in and in support of this I qualified as a pension transfer specialist in 2017, allowing me to provide our clients with the support they need in navigating the complex decisions relating to how best to provide income long into their retirements.


Likes

Holidays in the Sun

New Socks

Nice Cars


Dislikes

Mowing the Lawn

Queue jumpers

Football


Qualifications

CII Level 4 Diploma in Regulated Financial Planning

CII Certificate in Mortgage Advice

CII Certificate in Equity Release

CII Certificate in Long Term Care Planning

LIBF Level 6 Pension Transfers


View Paul's Statement of Professional Standing here


View Paul's entry on the FCA Register here


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