Paul Weeks

Corporate Director

Paul holds the Diploma in Financial Planning and is a member of the Personal Finance Society, the UK’s professional body for financial advisers.

He joined Duncan Pocock (Insurance Brokers) Ltd, the business from which Wingate was formed, from a large UK insurer in 1997 as a Senior Financial Adviser. In July 2002 with Ben Clarke he co-founded Wingate Financial Solutions Ltd, which became WFS Consulting Ltd and is now the Wingate Benefit Solutions and Wingate Financial Planning businesses of today.

Having provided financial advice to corporate and individual clients for over 15 years, he moved into his current role within the Wingate Group where along with Ben, he is responsible for ensuring we deliver the promises we make to our clients and to achieve sustainable and long term growth through leadership and strategic development.

Paul spends most of his spare time with his grandsons and Kobi, the family’s German Shepherd.

Qualifications
  • Diploma in Financial Planning
  • CII CF9 – Pension Simplification
  • CII CF8 – Long Term Care Insurance
  • CII GR1 – Group Risk
  • CII G10 – Taxation and Trusts
  • CII G60 – Pensions
  • CII G80 – Long Term Care Life and Health Protection
  • CII R02 – Investment Principles and Risk CII R06 – Financial Planning Practice

Are you ready to make informed decisions about your money?