Paul is a highly qualified and experienced financial planner who has particular expertise in the commercial and corporate sector having previously spent many years working in the Commercial environment for HSBC.
Paul says “The financial services sector has undergone much change in recent years and it is important that I can access services and products from the whole market to meet the needs of my clients who typically have sophisticated financial affairs. Vision’s philosophy and focus on high net worth clientele matches my client’s needs and I feel extremely confident that I have all of the tools that I require to provide my clientele with a first class financial advice service which is able to meet each client’s bespoke needs”.
Paul has a philosophy that relationships must be built by putting his clients at the core of everything he does and as a result he has been able to build a very successful career as a high net worth commercial and corporate adviser. Paul feels that he is now in a position to provide a truly outstanding service to his clients and has recently been appointed as the preferred adviser to clients of MediciMarketing, a business which specialises in working with surgical and medical consultants.
Outside of work Paul is married with three daughters. He is keen on all sports and is in the early stages of trying to master golf which is proving challenging!
He would really like to have the opportunity to work with you in the future.
Paul can be contacted by phone on 07823 556562 or via email at:
‘Paul continues to offer me an exceptional service. His advice is always clear and easy to understand and is supported by clear and relevant documentation. Paul understands our circumstances and aspirations and is always supportive, hard working and diligent. I have already and will continue to recommend Paul to my friends and colleagues.’
‘Paul was professional, polite and friendly and all times. He kept me informed of the progress of the recommended plan at all stages’.
‘As a result of our meetings with Paul Duval we feel much happier with our future options which gives us peace of mind to concentrate on today’.
‘Very polite and professional service, with clear precise recommendations based on my specific requirements’.
‘We are very pleased with the service and advice that we receive from Paul Duval’