He is passionate about helping clients build long-term financial plans that support the life they want to live.
He is a Fellow of the Personal Finance Society and a Chartered Financial Advisor, reflecting the highest levels of professional achievement within the profession. Paul advises across a wide range of financial planning areas, helping clients make informed decisions with confidence.
Paul believes financial planning should always start with the client and their goals, with products and solutions playing a supporting role in delivering the plan. He particularly enjoys working with clients over many years, seeing the strategies they have put in place come to fruition and helping them enjoy a rewarding and fulfilling retirement.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.