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Paul Morton
Investment Planning Director at Wealth At Work
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Work Experience
Nov 2004 - Present · 20 years and 1 months
Investment Planning Director
Jul 2009 - Present · 15 years and 5 months
Head Of Strategic Investment Planning
Nov 2004 - Jul 2009 · 4 years and 8 months
Senior Investment Advisor
Jan 2002 - Nov 2004 · 2 years and 10 months
Company Details
51-200 Employees
WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.
Year Founded
2005
Social Media
Linkedin
Industry
Financial Services
HQ Location
WEALTH at work 5 St Paul's Square Liverpool, Merseyside L3 9SJ, GB
Keywords
Financial EducationInvestment PlanningPension PlanningRetirement IncomeFlexible Savings PlatformRetirement Income Options ServiceWorkplace SIPPWorkplace ISAPension Freedomsregulated financial advice
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