Paul McCormick has been promoted to the Board at Guernsey’s Sydney Charles Financial Services.
Paul joined Sydney Charles in 2015 from one of the world’s largest banks and now has more than a decade’s experience in providing a wide range of Financial Services to Guernsey based clients.
At Sydney Charles he is authorised to provide advice on long term insurance, pensions and investments. He focuses on building long term relationships with his clients, which enables him to fully understand their objectives and use his knowledge in all areas of Financial Planning to meet them, whether this be protecting a mortgage with life insurance, building a nest egg for retirement, or investing lump sums for income or growth.
Paul is a member of the Chartered Insurance Institute and holds the Diploma in Financial Planning, one of the leading qualifications for Financial Advisers, recognised by regulators in Guernsey and the UK.
Commenting on the appointment Managing Director Philip Lepp said, “This promotion is a testament to Paul’s skills and achievements and is extremely well deserved. The current Board of Directors are very pleased that Paul has accepted his new post as a Director with its additional responsibilities.”
Sydney Charles Financial Services Ltd is part of the The Sydney Charles Group. Founded in 2006 the Sydney Charles Group provides tailored insurance, investment and pension solutions.
