Paul MolloyFinancial Adviser
Licensed, Registered or regulated in
- the USA by the Securities and Exchange Commission
Areas of Expertise
- Pensions
- Pension Transfers
- Investments Advice
- Financial Advice
- Tax (including UK Inheritance
- Tax / IHT planning
- Asset management
Qualifications
-
USA Series 65 – Uniform Investment Adviser Law Examination
-
UK CII Diploma in Financial Planning
-
BA(Hons) Business Economics
Paul has over 15 years experience working in Financial Services. 9 years of which have been spent working overseas in Singapore and now based in UAE for the last 18 months working with Hoxton Capital. UK and USA Qualified. Now focused on retirement planning and in particular US and UK pension plans. Paul also is a strong advocate of cashflow modelling and uses software such as CashCal to work out how close his clients are to achieving their financial goals.
How can we help you?
If you would like to speak to one of our advisers, please get in touch today.