||Paul A.J. Cole ACII, Dip. PFS
Paul Cole -
Paul has spent 34 years working in the financial services sector, 32 of which have been spent working for companies offering independent financial advice.
He was employed as a Consultant at Lloyds Bank Insurance Services, Senior Consultant at Sedgwick Financial Services and a Divisional Director for Heath Lambert Consulting.
Paul has spent his career providing advice to both corporate and individual clients, on a fee or commission basis.
In 1992 Paul became an Associate of the Chartered Institute of Insurance by examination and in 1998 was awarded the Advanced Financial Planning Certificate.
Paul is married with two young daughters and lives in Colchester.
Lisa has worked in various finance and administration roles over the last 30 years since gaining her BA Honours degree.
Lisa is married and lives locally.
Mark Heselden and Lorraine Moser are Partners of Bates Wells & Braithwaite Solicitors, based in Sudbury.
Any complaints can be referred to the Financial Ombudsman Service.
Tel No. 0800 023 4567 Email: financial-ombudsman.org.uk