Verus Chartered Financial Planners
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Paul Lothian CFPcm
BA (Hons), APFS, ACII, AIFP
Chartered Financial Planner & Certified Financial Planner
Co-Director of Verus Wealth
Paul is one of the most highly-qualified financial advisers in the UK and with 18 years experience as an Independent Financial Adviser, Paul’s core areas of expertise include investment portfolio planning, pensions and estate planning.
Paul is a Chartered Financial Planner and Certified Financial Planner Planner (CFPcm).
He is currently a Director and former President (2008/09) of the UK’s Personal Finance Society (PFS), the leading professional body for financial advisers, with over 25,000 members.
He is also a former lecturer in the Accountancy and Finance Division of Dundee Business School and regularly contributes articles and comment in the financial press.
Paul lives in Dundee with his wife and their four children.
Qualifications:
- First class honours degree in Financial Services
- Chartered Financial Planner
- Certified Financial Planner (CFPcm)
Professional Bodies:
- Associate Member of the Personal Finance Society (APFS)
- Associate Member of the Chartered Insurance Institute (ACII)
- Associate Member of the Institute of Financial Planning (AIFP)
Learn more about Chartered Financial Planners, Certified Financial Planners
