This morning Paul spends a good 25 minutes live on YouTube talking about three topics. An update for you on pension contributions since we’re into the new tax year now. A warning about disruption in the wealth management sector with Vanguard’s new platform and a few minutes on Bernie and his Ponzi Scheme. Paul’s at https://www.archertraining.co.uk/CeMAP_Bootcamp.html if you want to get on his renowned CeMAP Bootcamp.
Written by Paul Archer
Paul Archer is a financial services specialist. He has worked with clients in the UK and worldwide in developing their knowledge and skills. He has worked with companies in the UK, USA, Europe, Middle East, India and the Far East sharing best practice from the UK – arguably the most developed and most competitive services sector in the world. He has 35 years of business experience, working with banks, building societies, insurers and brokers. For the last 19 years, he has managed his own training business. Level 4 qualified and holds the mortgage adviser certificates and speaks regularly for the Society of Mortgage Professionals on mortgage-related sales and technical topics and works regularly for the Chartered Insurance Institute delivering technical and skills workshops.
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