Paul Vallance Dip FA CeMAP
Milton Keynes, United Kingdom
Independent Financial Advisor at Odyssey Wealth Management
Financial Services
Education
Mattersey Hall 1972 — 1974
Diploma, Theology, With Distinction
Experience
Odyssey Wealth Management November 2014 - Present
Kit Happens Ltd March 2009 - Present
Scottsdale Consulting Ltd March 2006 - October 2014
Vallance Consultancy Partnership April 1999 - October 2010
Skills
Risk Management, Coaching, Strategic Financial..., Start-ups, Protection, Wealth Management, Email Marketing, Social Networking, Insurance, Online Marketing, SEO, Restructuring, Small Business, Funding, Savings, Inheritance Tax Planning, Change Management, Due Diligence, Business Development, Retirement, Business Strategy, Tax Advisory, Critical Illness, Wealth, Mortgage Lending, Charities, Account Management, Wealth Management..., Mergers & Acquisitions, Employee Benefits, New Business Development, Financial Advisory, Pensions, Estate Planning, Business Planning, Income Protection, Financial Services, Retirement Planning, Business, Tax, Strategic Planning, Financial Planners, Entrepreneurship, Portfolio Management, Investments, Management, Finance, Training, Investment Strategies, Strategy