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WHO WE ARE

Paul Lockwood

BSc (Econ), MA, CeFA, CeMAP, DipFA

Financial Adviser

07455 932931

paullockwood@portfolio.org.uk

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Paul joined Portfolio in June 2019 after spending 10 years with Santander.

He has worked in finance and insurance since leaving Aberystwyth university with a degree in Political Studies and holds a level 4 Diploma in Financial Advice. He is currently studying towards the Level 6 Chartered qualification.

He also holds a Masters degree in Philosophy from the Open University.

He is passionate about offering quality face to face advice to all his clients and likes to explain things in an easy to understand way.

 

 

He is married and lives in Llanelli with his wife and 3 young children.

In what little spare time he has, he enjoys listening to records, watching films and reading.

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Please contact us to discuss your requirements:

01792 483 860

info@portfolio.org.uk

Portfolio Financial Consultancy Ltd is authorised
and regulated by the Financial Conduct Authority
under the reference number 455542.

Registered in England & Wales. Registration
number is 04424786
Registered address is Unit 2, Langdon House,
Langdon Road, Swansea, South Wales SA1 8QY

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