PS

Paul Sharratt

HEAD OF INSURANCE SERVICES

E-MAIL
paul.sharratt@dunham-mccarthy.co.uk
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Paul joined Dunham McCarthy from a background in General Insurance. He quickly worked his way up from Financial Adviser to his current position as Head of Insurance Services; managing a team of advisers as well as continuing to look after his increasing portfolio of clients.

Education and Biography

TRAINING

Paul is an Associate Member of the IPW (Institute of Professional Will Writers) after passing the IPW exams in Will Writing and Estate Planning  Paul passed the CII’s CF1: UK Financial Services, Regulation and Ethics exams; an in-depth qualification covering many areas of finance including ‘The Purpose and Structure of the UK Financial Services Industry’, ‘Asset Classes and Product Types’ and ‘Rules and Legislation Governing the UK Financial Services Industry’.

SPECIALISMS

Paul specialises in Personal Life insurance, Income Protection and Critical Illness Cover as well as the more specialised areas of Business Insurance including Key Man, Shareholder Protection, Relevant Life and Private Medical Insurance.

HOBBIES

Paul loves the great outdoors!  He has a sense of adventure and will try most things once.  His favourite pastime is mountain biking; he is often seen tearing up the trails at the local forest or venturing out to Wales, whatever the weather.  Paul also loves to spend time with his family; going on travels abroad, walking, camping or even urban exploring!  Step aside Bear Grylls, we have a new adventurer in town!

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Meet The Team

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PENNY BAKER

Estate Planner

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URSULA MINSHALL

Estate Planner

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SARAH HOCCOM

Estate Planner

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MARTYN HEATH

IT Manager

Contact Paul Sharratt

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Barn 1, Bunston Business Village, Stafford, ST18 9AB
enquiries@dunham-mccarthy.co.uk
01785 336222

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Regulated by the Institute of Professional Willwriters. Registered in England and Wales Company Number 08290617. 

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