Paul Finch
Paul is a Partner at the Finch Group where he has worked since the 1980's, building up a great portfolio of both private and corporate clients in and around the Thames Valley region. The Finch Group is a well established 2nd generation family owned business which values good customer service and excellent client relations which, as a result, makes it a great cultural fit with Jaluch.
Specialisms: Providing financial advice and associated services to SME clients including support with employee benefits products (medical insurance schemes, pensions, life assurance etc), wealth management advice (for directors) and commercial insurance products.
Strengths: Taking a holistic view of what each business requires, so not just providing the most obvious easy solution and then walking away! Differentiating from many competitors by providing great after sales - and ongoing – service.
Interests: Cycle touring around Europe, getting off the beaten track and experiencing new cultures. Oh and father to his three sons.
Favourite phrase: “Life is not a rehearsal, so don’t put off until tomorrow what can be done today.”
Oh and don't tell anyone but... Paul wanted to cycle to Istanbul this year but, very carelessly, he has run out of holiday ….
The Finch Group
The Finch Group comprises of Finch Financial Services LLP and Finch Commercial Insurance Brokers Ltd. The Group is committed to building and nurturing strong and lasting relationships with clients to ensure they have a trusted adviser to whom they can turn to on any financial matter. The teams are equipped with the knowledge, experience and skills to provide a service to the highest standards, with personality!
Finch Financial provides consultancy and service over the implementation and management of employee benefits. Finch enjoys strong relations with companies from diverse industry sectors. Consultants are able to advise and review arrangements that companies provide to their employees, making sure that they are appropriate to the both the employer and employee, are flexible and competitively priced.
Finch Financial is also recognised for its expertise in wealth management for Directors and other high net worth clients. Finch Financial has developed its portfolio planning and management strategy to ensure the client is not exposed to unnecessary risk whilst balancing this with reward. This is backed up by ongoing management, support and advice throughout the lifetime of the investment.
Finch Commercial has over 2500 commercial clients from a variety of trade sectors. Clients range from small SME businesses to companies with PLC status. Complimented by a dedicated team of Brokers with the expertise to understand client requirements, Finch Commercial can tailor a bespoke programme of commercial insurance which will protect the client at the most competitive price that can be sourced!
For further details please contact The Finch Group on 0118 969 8855 and don’t forget to mention that you found them on the Jaluch website!
|