CFP_TM_cmyk_XL.jpg    Paul Nevin CFPᵀᴹ 
Chartered MCSI 
Chartered ALIBF
Chartered Wealth Manager 

Director and Financial Planner

As Director of Imperius Wealth in the UK and Australia, Paul is a trial authorised financial planner with over two decades of experience in wealth management and business development. He is also a UK qualified and registered Pension Transfer Specialist and specialises in financial planning for British and Irish Expatriates, offering advice on retirement, investments, savings, life assurance and critical illness cover and estate planning in both the UK and Australia.

He holds UK CFP certification, the only globally recognised mark of excellence in financial planning.  He also holds UK Chartered Wealth Manager and Chartered Associate at London Institute of Banking & Finance certifications. These certifications provide you with the confidence that you will be dealing with an industry qualified, highly experienced and trustworthy individual.

 

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View Paul’s Statement of Professional Standing

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Education:

BA (Hons) Economics - Manchester Metropolitan University.

 

Professional Qualifications: 

The London Institute of Banking and Finance

  • Certificate in Mortgage Advice and Practice

Chartered Insurance Institute

  • Financial Planning Certificate
  • Diploma in Financial Planning- Level 4
  • Certificate in Mortgage Advice
  • Certificate in Advanced Mortgage Advice
  • Certificate in Discretionary Investment Management
  • Certificate in Securities Advice and Dealing
  • Certificate in Pension Transfer Advice

Chartered Institute of Securities and Investments

  • Certificate in Pension Transfers & Planning Advice
  • Diploma in Financial Planning - Level 6

University College Dublin, Ireland

  • LIA Professional Diploma in Financial Planning, QFA

Mentor Education Australia

  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • SMSF Adviser

 Social Media:

 LinkedIn

 

Outside of work:

Married to Alison, a retail merchandiser.  Father to Katie, Harry, Ruby and Mollie.  Enjoys cycling and kayaking.

Federation of Independent Financial Advisers
Imperius Wealth Ltd is a member of FEIFA.
This provides consumers with an independent assessment and endorsement of credibility and the regulatory status.

Get In Touch

UK OFFICE
Studio 3, Strand Studios,
150 Holywood Road, Belfast BT4 1NY

TEL +44 2896 206850
EMAIL hello@imperiuswealth.co.uk

IRELAND OFFICE
7 Exchange Place, International Financial Services Centre,
Dublin 1, D01 T9C2

TEL +353 1 524 1040
EMAIL hello@imperiuswealth.com

AUSTRALIA HEAD OFFICE
Level 1, 1205 Hay Street
West Perth WA 6005

TEL +61 8 6380 9200
EMAIL hello@imperiuswealth.com.au

Email communications are not secure and for this reason Imperius Wealth Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent. The guidance provided within this website is subject to the UK regulatory regime. Imperius Wealth Ltd is registered in Northern Ireland, Number NI652380. Registered Office: Studio 3, Strand Studios, 150 Holywood Road, Belfast BT4 1NY, United Kingdom. Imperius Wealth Ltd is an appointed representative of Navigate Independent Financial Advisors LLP, which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to assist with individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk