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Paul Southgate

Financial Planner

Paul joined Perspective on the 1st December 2023 as part of the Park Lane IFA Ltd acquisition.

Paul qualified as an adviser back in 2000 and have been providing clients with holistic financial planning solutions ever since. He was a Director at Unizone Financial Solutions Ltd, which was acquired by Bellpenny (now Ascot Lloyd) in 2014, and subsequently established Park Lane IFA Ltd with Andrew Frettingham in July 2017. In total, he has been working in the Financial Services Industry for 28 years.

Paul has long-standing relationships with nearly all of his clients, some of which stretch back beyond 2000 as they are clients that he has taken over from the principals of business acquisitions made via Unizone.

Paul most enjoys helping people to solve their problems by providing clarity over the financial future and therefore help clients to achieve their goals.

Outside of work Paul enjoys holidays, spending time with his wife and children, playing golf and watching sport, whether that’s on TV or watching his children play.

Paul Southgate


Braintree Office

9 Freeport Office Village
Century Drive
CM77 8YG

Telephone: 01376 331800