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Paul Jones

Picture of adviser Paul Jones
Paul joined Torquil Clark in May 2004, after starting his career in banking. He holds an advanced qualification in banking (ACIB) and a Chartered qualification in management (MCMI).

After spells of being both a bank and building society manager, Paul began to focus specifically on financial planning in 2000. He has over 20 years financial services experience and holds Chartered Financial Planner status following a series of successes in specialist exams ranging from investments to pensions, taxation and trusts.

At this time only approximately 5% of the members of the Personal Finance Society have gained chartered status and therefore while many are working towards achieving this accolade, Paul is one of only a few to have succeeded so far.

His specialist advisory areas are pensions (holding the pensions qualifications G60, K10, K20) and investments planning.

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