Paul began his financial services career in the mid nineties and has considerable experience in providing financial planning and leading other advisers by example. Now he works closely with clients over time to uncover their goals and ambitions, and build a financial plan around them. His own aim is to be an ongoing trusted source of advice to clients. He is ready to expertly adapt plans when families change shape or new needs arise.
Paul has expertise providing comprehensive financial planning for individuals and businesses, and is also one of our specialist equity release advisers.