Paul Davis

Financial Advisor @Ludice Wealth Management Ltd

Winchcombe, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jun 2022 — Present

Financial Advisor @Ludice Wealth Management Ltd

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Cheltenham, GB

EDUCATION

1997 — 2001

The Nottingham Trent University

2.1

SKILLS

P&L ManagementPeople DevelopmentEmployee TrainingP&LMulti-Channel RetailVisual MerchandisingRetail SalesManagementStock ManagementSales ManagementProfessional RecruitmentCustomer ExperienceLeadershipB2bConstructionAccount ManagementTeam BuildingSalesNew Store DevelopmentStore OperationsRetailTeam ManagementProfitTeam LeadershipCoachingCustomer ServiceStore ManagementCustomer SatisfactionRecruitingPerformance ManagementLoss Prevention

ABOUT PAUL DAVIS

As a dedicated Financial Adviser at Ludice Wealth Management in Cheltenham, I am passionate about helping individuals and businesses achieve their financial goals. With a comprehensive understanding of pensions, investments, and financial planning, I provide tailored solutions to ensure long-term financial security. My expertise also extends to mortgages, equity release, and protection, offering clients a holistic approach to managing their finances. By developing personalized strategies, I help navigate the complexities of the financial landscape, providing peace of mind and financial confidence. Let\'s connect to explore how I can help you achieve your financial goals. Feel free to reach out via LinkedIn or directly at p•••@ludice.co.uk.

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