Paul has over 20 years experience in financial services, providing advice to customers throughout the UK with a particular focus on the North West.
For the early part of his career Paul has worked at two of the world’s leading Investment Banks in the city of London. He has since been advising clients on an individual basis, especially overseas and is a specialist in both on-shore and expatriate financial planning matters.
Paul is committed to ensuring his clients receive the very best advice available on the market, which can only be achieved by being Independent. He is a forward thinker, using both traditional and modern communication to ensure his clients are kept regularly informed. Given his background he has an excellent understanding of both financial markets and products, seeking only the best investment solutions.
Paul believes the key to a successful client relationship is a solid foundation built on the three core principles of Integrity, Honesty and Trust. He prides himself in putting the client first throughout his service proposition, always making himself available. He uses his professionalism, knowledge and expertise to maximise the benefits to his clients, providing simple and easy to understand solutions to even the most complex financial planning situations.
Paul would welcome the opportunity of discussing your current situation and understanding your objectives and goals. He will then provide the right advice to meet your needs as a valued client.
‘Paul was very helpful, always willing to respond to questions. Made us feel comfortable and explained everything well and clearly.’