Paul Baigent
Chartered Financial Adviser
FCA reference number: PMB01115
I specialise in helping clients put together plans to help them enjoy retirement and to pass on wealth to their family tax efficiently. This includes accumulating assets in early years and then decumulation strategies in later life. Having worked at HL since 2000, it has been good to watch my longstanding clients' plans come to fruition and see them enjoy their well-earned retirement.
>I specialise in helping clients put together plans to help them enjoy retirement and to pass on wealth to their family tax efficiently. This includes accumulating assets in early years and then decumulation strategies in later life. Having worked at HL since 2000, it has been good to watch my longstanding clients' plans come to fruition and see them enjoy their well-earned retirement.
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- G60 - Pension Transfer Specialist
- G10 - Taxation & Trusts
- CF8 - Long Term Care
Region and method of advice
Based in Bristol, I can meet at home or the HL office. Alternatively I can work remotely, giving advice to clients over the phone or via video call.
Based in South West
In-person meetings
Phone and Video call
Region & method of advice
Based in Bristol, I can meet at home or the HL office. Alternatively I can work remotely, giving advice to clients over the phone or via video call.
Approach and experience
My focus is to understand what clients want and then to build a plan to achieve these goals. This could be straightforward, from first discussion to implementing the recommendations could happen within a couple of weeks, or it can be a stepped process over a number of months.
I am happy to work to a timescale and pace that you are comfortable with.
I find it particularly rewarding to be able to explain complex issues to clients, in a way that relates to them and which they can understand with a clear plan that is easy to follow and refer back to.
Personal interests
I love watching my boys play rugby for school and club. I coach my boy's U15s team, they are very successful but I can’t take the credit for that. I enjoy travelling and discovering new places whether that’s the UK or overseas.