Paul began his career in financial services after leaving school, and has a total of 22 years’ experience, four of which were spent as a director supervising a team of ten financial planners, which included being responsible for their training and development. Prior to this, Paul spent eleven years at industry giant, Standard Life.
Paul’s main focus is on high net worth and affluent individuals along with corporate clients. By focussing on their needs, and having a personable relationship with them, he aims to provide a high quality pension and investment planning service.
Being responsible for a team of fellow advisers focussed Paul’s attention on gaining a clear understanding of an individual’s needs, and proved to him the value of investing considerable time effort building up a detailed knowledge of his client’s circumstances and the goals for their finances.
Wealth management specialist
Paul is considered to be a wealth management specialist, and is particularly skilled in the areas of portfolio management and investment planning. He has numerous specialist, and advanced qualifications, including Investment Principles and Risk and Financial Services Regulation and Ethics.
Paul has a long track – record of working with, and alongside other professionals, including accountants and solicitors. By taking this approach, he finds clients get the most comprehensive management of their financial affairs, including personal tax and future plans for their wealth.
When not advising clients, Paul is a keen Rugby League fan and is involved youth football in his local area.