Chartered Financial Planner

What does “Chartered” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

Fellow of the PFS

What does ‘Fellow of the PFS’ mean?

Paul is a Fellow of the Personal Finance Society (PFS). Fellowship is the highest designation awarded by the PFS. Completion of the Fellowship programme shows that an individual has attained and maintained the most prestigious level of professional financial planning achievement.

Paul Rodriguez

Technical Associate

I’ve worked in financial services since 1997. In that time, I’ve held numerous roles and gained a wealth of experience. I’ve also increased my knowledge by working through the CII exams and have gained Fellowship Status in recognition of exam success.

In my role, I’m involved in writing financial reports and plans for clients and enjoy helping people achieve their financial goals.

I particularly enjoy building cashflow models for clients and exploring their financial options.

Get to know Paul

What do you enjoy most about your job?

I enjoy working in an environment where I can put my knowledge and experience to good use.
What’s your idea of a perfect weekend?

A day in or out with the family.
Where in the world can you not wait to get back to again?

I’d love to go back to Zion National Park in the USA.
Where in the world have you never been but hope to get to visit one day?

Yosemite National Park.
What’s the most important thing you’ve learned doing your job?

Ensuring we properly understand our clients’ objectives.
What three things are guaranteed to put a smile on your face?

My family. A good walk. Exploring new places.

Get in touch

Contact us below to join us for tea and biscuits with one of our friendly financial planners