Paul Rawson has over thirty years experience working in financial services. Having qualified as an Associate of the Chartered Institute of Bankers, he became a Chartered Associate of the IFS School of Finance. He holds the CII Certificate in Financial Planning, with an advanced diploma unit qualification in ‘Personal Investment Planning’, as well as the IFS Diploma for Financial Advisers. Paul is married with two children and has lived in the Banbury area, in Oxfordshire since 1978.
Brian Steele has over twenty years experience working in financial services. He holds the CII Certificate in Financial Planning, with advanced diploma unit qualifications in ‘Personal Investment Planning’ and ‘Taxation and Trusts’. He also holds the CII Diploma in Financial Planning. Brian is married with two children and has lived in Rugby, Warwickshire since 1955.