Paul provides bespoke financial planning to private individuals and small to medium sized companies. He tailors his planning strategies to each client type, using technical and practical insights from his more than 25 years’ experience working in finance.
His aim is to help you create a reliable financial plan suitable for every stage of life, from the creation of wealth, to its maintenance, growth and protection, to withdrawal strategies in retirement and its transfer through the generations. Paul believes in providing the best advice possible and is a Chartered financial planner, a significant professional designation.