CHARTERED FINANCIAL PLANNER
PAUL SAVUTO APFS
Office Location
Hertfordshire
I am a Chartered Financial Planner and I joined DGS in January 2013. I work with all my clients to ensure they are making sensible decisions about money, giving them the confidence and peace of mind to focus on things that really matter so they can live the life they want to live. After all, money matters, but life matters more.
Everyone wants to maintain their current and future desired lifestyle and I help clients identify, achieve and maintain their desired lifestyle without running out of money – or dying with too much.
I understand that your personal circumstances and objectives can change so I strongly recommend reviewing your overall situation on a regular basis. I believe in the benefit of long-term relationships with my clients and making sure that your plan(s) is/are updated as your life and financial position changes.
About Me
I have been working within the financial services sector for over 30 years, in a variety of roles before joining DGS as a Chartered Financial Planner.
- FPC1 – Financial Services and their Regulation
- FPC2 – Protection, Savings, and Investment Products
- FPC3 – Identifying and Satisfying Client Needs
- AF5 – Financial Planning Process
- G10 – Taxation and Trusts
- G30 – Business Financial Planning
- G60 – Pension Planning
- R01 – Financial services regulation and ethics
- R02 – Investment principles and risk
- R06 – Financial Planning Practice
- R08 – Pensions update
- J05 – Pension income options
- CF2 – Investment and risk
- CF9 – Pensions Simplification
- FPC – Financial Planning Certificate
- CII Level 4 Diploma in Financial Planning (QCF)
- AFPC – Advanced Financial Planning Certificate