Paul Raper

Director @Heblethwayte Wealth Management

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

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WORK HISTORY

Feb 2024 — Present

Director @Heblethwayte Wealth Management

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Our comprehensive suite of services, including Investments, Pensions and Retirement Planning, Wealth Protection, and Trust and Estate Planning, is designed to cater to every facet of your financial journey.(The FCA does not regulate IHT and trusts.)Our philosophy is built on a foundation of deep understanding, not just of markets and financial instruments, but of the dreams and aspirations that drive our clients. We believe in a holistic approach to wealth management, where every strategy is tailored to the individual\'s unique circumstances and long-term goals. From growing your wealth through savvy investment strategies to protecting it against unforeseen events and ensuring it is passed on according to your wishes, Heblethwayte Wealth Management is dedicated to providing you with peace of mind and securing your legacy for generations to come. At Heblethwayte Wealth Management, your financial aspirations become our blueprint for success. We invite you to experience the difference that comes from working with a firm that values history, embraces the future, and is passionately committed to achieving your financial goals. Let us guide you through the complexities of the financial world, with bespoke solutions that are as unique as you are. Join us on a journey towards financial empowerment and legacy building, where your vision for the future becomes our shared mission Heblethwayte Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register.Registered Office: Garforth Farm, Nunburnholme, York, YO42 1QZ. Tel:+44••••••••60Registered in England and Wales. Registration number 09••••00

EDUCATION

N/A

Northumbria University

BA Hons.

N/A

Chartered Insurance Institute

Diploma in Regulated Financial Planning

SKILLS

FundingTrustsCritical IllnessEmerging MarketsStrategyInternational Tax PlanningPortfolio ManagementTrust ServicesInvestmentsAsset AllocationBusinessSavingsFinanceSales ProcessFinancial AdvisorySalesFinancial PlannersBusiness DevelopmentWealth ManagementHigh Net Worth IndividualsTaxWealth Management ServicesBusiness PlanningFinancial PlanningInvestment StrategiesPrivate BankingIncome ProtectionPensionsFinancial ModelingNew Business DevelopmentInheritance Tax PlanningWealthAsset ManagementRetirement SavingsRelationship ManagementSmall BusinessRetirementBondsStrategic Financial PlanningInvestment Management

ABOUT PAUL RAPER

Straightforward financial advice. That’s what I offer. If you want to know more then…

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Paul Raper — Director at Heblethwayte Wealth Management in York, GB | Unifers