Area of expertise
As wealth management specialist, Paul is particularly skilled in the areas of portfolio management and investment planning. He has numerous specialist, and advanced qualifications, including Investment Principles and Risk, Pensions and Retirement Planning, 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.
Paul began his career in financial services after leaving school, and has a total of 27 years’ experience. Paul’s main focus is on high net worth and affluent individuals along with corporate clients.
Paul thrives on developing personable relationships with clients and ensures that he focuses on their needs in the areas of retirement planning, investments and inheritance tax mitigation.
Paul appreciates the value of investing considerable time and effort into his client relationships, in order to build up a detailed knowledge of their aims and objectives. This is maintained through a commitment to regular reviews, highlighting any areas for improvement, and working with his clients when and if their circumstances change.