Paul joined Perspectives Milton Keynes Office (South) Ltd in 2022, having previously established and grown a wealth management company for 15 years.
He joined Perspective to concentrate on his clients’ financial affairs without the distractions that come with managing a regulated company and to benefit from the expertise and shared resources that come along with being part of a larger and well-managed group. Paul has been working in the financial services industry for more than 30 years and worked as a financial planner for over 20.
Paul specialises in retirement and post-retirement financial planning, particularly the challenges of maintaining a good lifestyle in later years, find the most tax efficient way to drive income and passing on wealth to the next generation.
Paul enjoys meeting people and helping them achieve financial well-being through smart financial planning. He believes that financial well-being is the goal of financial planning.
In his spare time, Paul brews beer and dreams of owning his own brewery in retirement.
The Financial Conduct Authority does not regulate taxation