Who will you be dealing with?
Paul Huckle (DipPFS) is the senior advising partner at Independent Financial Solutions.
A founder partner of the original Independent Financial Solutions back in 1990, he has over 30 years experience within the Financial Services industry and has maintained a long & close professional relationship with many clients.
In addition to holding the Chartered Insurance Institute Financial Planning Certificate, he has also attained the Chartered Insurance Institute Advanced Financial Planning Certificate by gaining G10 'Taxation & Trust', G60 'Pension', and G20 'Investment Planning' examinations, making him one of the elite group of advisers in the UK today who hold these qualifications, and enabling him to use the Personal Finance Society designation of DipPFS.
Paul's main area of expertise lies in investment planning. He uses his many years of experience to recommend and monitor investment portfolios for existing and new clients to ensure that they perform and continue to perform to their optimum.
In addition to attaining examinations, Paul is required to follow a structured programme of continuous professional development which ensures that he remains up to date with the latest legislation and developments within the financial services industry.
Our strength lies in our relationships with our clients. We have grown over the last sixteen years keeping many of our original clients through to today.
Paul Huckle (DipPFS) - Senior advising partner
Paul will be happy to deal with any of your life, pension or investment enquiries, but his speciality lies in the field of investment planning, especially advising newly retired or retiring clients of how best to make their money work to the best advantage. i.e. to achieve the best growth, and/or to provide maximum income.
Melanie Huckle - Partner (non-advising)
Melanie deals with the day to day running of the office, and will be happy to help with any of your administrative queries.