Paul Annys

Chartered Financial Planner and Managing Director
0208 655 3322 paul@qifinancialsolutions.co.uk

Chartered financial planner

What does “Chartered financial planner” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Fellow of the Personal Finance Society

What does “Fellow of the PFS” mean?

Fellow of the Personal Finance Society (PFS) is the highest designation awarded by the PFS. Completion of the Fellowship programme shows that the individual has attained and maintained the most prestigious level of professional financial planning achievement.
Reviews and Ratings for Financial adviser Paul Annys, Croydon

Paul at work

Paul is approachable, enthusiastic, and genuinely enjoys helping people feel more confident about their finances. With experience at leading firms including Aviva, Zurich Insurance Group and Standard Life, he has built extensive expertise in investments, pensions and tax planning.

He is a Chartered financial planner, a Fellow of both the Personal Finance Society and the Chartered Insurance Institute, and also holds an MSc in Wealth Management from Bayes Business School. Paul particularly enjoys working with families and helping them plan confidently for future generations.

Paul at home

Paul spends most of his time with his wife and their three sons, who keep life busy, especially when it comes to keeping everyone fed.

Rugby also plays a big part in Paul’s life. He coaches the forwards for his son’s age group at Sevenoaks Rugby Club and, when time allows, pulls on his boots himself for the “Vets” teams at Chipstead & Purley John Fisher Rugby Football Club and for Sevenoaks in the Kent leagues.

Statement of Profesional Standing FCA Register

Qualifications

  • Cert CII (MP) Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • Cert CII (ER) Certificate in Equity Release

    The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • FPC (Financial Planning Certificate)

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • Certificate in Financial Planning and Lifetime Mortgage Activities

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services profession, lifetime mortgage products, repayment options and the giving of mortgage advice.

  • Certificate in Financial Planning and Long Term Care Insurance

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services profession, long-term care insurance products and the giving of long-term care insurance advice.

  • Award in Financial Administration

    This level 3 award provides the essential knowledge and skills needed by those working in administrative and operational life or pensions roles. The Award offers the choice between life or pensions administration, each satisfying the FCA qualification requirements for overseers of certain administrative life and pensions functions.

  • CertPFS (DM) (Certificate in Discretionary Investment Management)

    This develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

  • AdvDipIP (Advanced Diploma in Financial Planning)

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

In the spotlight

What was the proudest moment of your career?

Becoming a director at Qi Financial Solutions and becoming a Fellow of the Personal Finance Society in 2014.

What do you love most about your job?

It’s a feel-good job – I like to make clients happy.

What are three facts about yourself that most people don’t know?

I’m a big fan of saunas and cold-water plunges. My nickname used to be “Tall Paul”, then I put on weight and became “Big Paul”. I have a real desire to make my own olive oil.

See who’s in your corner

Meet everyone
Tim Rea Chartered Financial Planner and Director Meet Tim
Debbie Holloway Chartered Financial Planner Meet Debbie
Doug Rodman Chartered Financial Planner Meet Doug
Jackie Bloom Chartered Financial Planner Meet Jackie
Tracy Sansom Paraplanner Meet Tracy
David Ellener Paraplanner and Research Analyst Meet David
Jane Dearing Office and Account Manager Meet Jane
Wendy Povey Client Manager Meet Wendy
Eray Tanis Paraplanning Support Associate Meet Eray
James Higham Business Support Analyst Meet James
Qi Financial Solutions
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