Paul, having worked for HSBC Bank from school, for the last 17 years achieved consistent success providing financial advice to commercial customers covering the needs of the businesses he worked with and the directors and employees on a personal level.
Paul realised that to give his clients the best and most competitive solutions to meet their ever changing needs he needed to provide truly independent financial advice with access to whole of market solutions.
Paul is a Diploma qualified and very experienced Financial Planner and well on his way to achieving ‘Chartered’ status from the Chartered Insurance Institute. He is committed to obtaining and maintaining the depth of knowledge required to provide quality financial solutions in all aspects of his client’s financial planning needs.
Paul believes that providing an outstanding service to his clients through his commitment to find the right solutions, his knowledge and experience is integral to developing and maintaining client relationships that are built on trust and loyalty.
The combination of Paul’s commitment to customer service and expert knowledge, with the business support offered by a close relationship with Vision Independent Financial Planning Ltd means that his customers can be assured of the highest level of financial advice.
‘Paul continues to provide an excellent level of service. I am very happy with his advice and providing the perfect pension for my situation.’