Since joining the profession in 1999, Floyd has developed an impressive CV. He has worked as part of a large national IFA’s specialist advisory team, reached the status of Chartered Financial Planner and is Bristol’s longest serving independent SOLLA member.
His experience means that he is equally at home in recommending both conventional and complex financial solutions to his client’s needs – all of which are made based on a deep understanding of their requirements.
Outside of work Floyd spends time with his young family, and can often be found behind the stove or his BBQ as he follows his passion for food beneficiaries.
Paul’s career in financial advice spans over 30 years. During this time he has built an impressive network of both personal and corporate clients, all of whom benefit from his expertise across personal cash-flow planning, at-retirement planning and a rigorous approach to problem solving.
His experience of dealing with an ever-changing saving and investment environment, supported by robust and comprehensive long-term financial planning methods, mean that his clients can be confident his recommendations will stand the test of time.
In his spare time Paul can often be found travelling the globe; a great way to indulge another of his passions – architecture.
After graduating with a history degree in 2008, Chris launched into a career in financial services, moving into the advice sector 6 years later. As a Chartered Financial planner, Chris concentrates on detail; the financial plans that he designs for clients are distinct and comprehensive, ensuring his client’s needs are met to their fullest. His own personal background has shown him the importance of financial planning, ensuring that appropriate steps are taken to protect everyone’s financial future. Away from work, Chris likes to travel, applying what he finds abroad to his other great love, cooking. He is always devising and serving delicious meals to his friends and family.
