Paul Williams

Estate Planner @Secure Inheritance Legal Services Ltd

Liverpool, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2021 — Present

Estate Planner @Secure Inheritance Legal Services Ltd

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Merseyside, GB

Paul has over 40 years of experience in the Financial Services and Legal Industry and has a passion for every person and everyone who owns a business to have the RIGHT WILL in place. He also knows it\'s important to protect individuals future financial and health decisions in the event of them losing mental capacity whether this be on a temporary or permanent basis. Likewise, business continuity is important if something similar happens to business owners.Paul chose to work with Secure Inheritance as the team who supports him are very process driven and supportive in every way that our clients have peace of mind that their affairs have been dealt with concisely and promptly Finally, Paul has a simple philosophy when seeing his clients. He listens to the PROBLEM, provides a SOLUTION which in turn will provide a satisfactory OUTCOME for them

EDUCATION

1976 — 1980

Aston University

Bachelor of Science (BSc) Hons, Managerial and Administrative Studies ( Marketing )

SKILLS

FundingInvestmentsContract NegotiationLoansNegotiationMarketingBusiness DevelopmentSales PresentationsCoachingMortgage LendingHelp People Identify Opportunities and Help Them Connect with the Right PeopleTrainingNew Business DevelopmentAccount ManagementCustomer ServiceMarketing StrategyManagementStrategic PlanningAsset Management

ABOUT PAUL WILLIAMS

Experienced Business Development Specialist with a demonstrated history of working in the…

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