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This profile was last updated on 9/30/13  and contains information from public web pages and contributions from the ZoomInfo community.

Senior Financial Consultant

Local Address: United Arab Emirates
Acuma Wealth Management
 
Background

Employment History

Web References
LEBC Group Ltd. - About Us - Our Personnel
www.lebc-group.com, 9 Nov 2007 [cached]
Paul FrameLEBC Group Ltd. - About Us - Our Personnel
...
Paul Frame - Branch Head - Southampton
...
Paul has over 25 years in the provision of Financial Services, which started extensively within the corporate finance sector within Standard Chartered Bank.After several years he left and commenced his career in personal financial advice with Allied Dunbar where he feels he did his ,Basic training' in terms of identifying clients expectations and future goals, covering all aspects of advising clients and their needs as a Sales Associate for three years, when he left to join Municipal Mutual as a consultant.
Following the closure of Municipal Mutual he left and joined Frizzell Life and Financial Planning as an Independent Financial Adviser where he ended up as Southern Regional Development Manager, working closely in the provision of independent advice to Affinity and Corporate Groups and their staff and providing a support role to the branches, where he gained experience in training and coaching advisers, presenting seminars and developing both local and national affinity connections, as well as professional connections.
After nearly 8 years, following the takeover of Frizzell by Liverpool Victoria Friendly Society and the downsizing of their independent advisory arm, to concentrate on their own product range, he joined Towry Law as Southern UK Corporate Development Manager.Following changes within Towry Law and its takeover, this position became redundant, and he consequently returned to his first love of advising as an Independent Financial Adviser within Berry Birch & Noble (BBN), as a Senior Consultant in their Winchester Office.Following an unfortunate series of events within BBN (culminating in it ceasing trading in March 2006) a business decision was made by Paul to leave the company, before this happened, and consequently, he set up his own independent advisory arm within Inshore IFA Ltd, a small local Broker in Highcliffe.As an Associate Director for over two and half years, he established a close working relationship with his clients through high quality personal service and long term trust.At Inshore Paul carried out seminars for companies and worked closely with professional bodies such as solicitors and other organisations in the provision of investment, pensions and Inheritance tax advice to their clients and employees.
Following an invitation to join LEBC Group earlier in the year, Paul accepted an appointment to take up the Branch Headship of their Southampton office in Lyndhurst in November 2006.Within LEBC Group Paul is looking forward to continuing to expand the services already being provided to his existing clients, both personal, corporate and professional connections and developing an in-branch team of consultants which are ready for the new challenges ahead.From a personal perspective, he believes in continuing ongoing personal development through the use of relevant professional qualifications and will be looking to continue this into the future.
Specialisation
Paul is experienced in providing personal advice to clients, including Wealth Management, Investment Portfolio Planning and Inheritance Tax and Estate Planning and Retirement Planning.
He is actively involved in the provision of Financial Planning Seminars where he delivers High Quality advice across a whole range of topics, including Pre Retirement, Inheritance Tax, and General Financial Planning Awareness courses and workshops to companies and institutions across the market place.
Paul believes that the key to good client relationships is in providing the opportunity for all clients to have access to regular reviews, if they so wish.This service should be clear in what it delivers and able to provide various pre-selected, costed levels of service, dependant on client needs and budgets.Please speak to Paul personally about this service.
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