Paulo Costa
With more than eight years of dedicated experience in the financial services industry, I have immersed myself in various facets of the field. This journey led me to attain my professional qualifications in financial advice, culminating in the prestigious Chartered Associate ALFBF designation. Notably, I achieved this distinction at a remarkably young age, setting a commendable precedent within the industry.
Since securing this esteemed designation, my passion has been firmly rooted in assisting individuals and businesses in comprehending, strategising, and ultimately realising their enduring financial goals.
About
Chalice Financial Planning, a dynamic and emerging financial advisory firm, is dedicated to establishing a lasting legacy in the industry. Although our company is in its early stages, we are driven by a steadfast commitment to serving our clients for generations to come. Our vision is rooted in the belief that sound financial guidance should be a timeless and unwavering resource, and we are dedicated to building a future where our expertise and client-centric approach continue to thrive.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
