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Paul Roberts

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Paul Roberts
Independent Financial Adviser

I am proud to have joined Vision after a long and successful 34 year career at HSBC, including 30 years’ experience as a Financial Adviser specialising in Investment Management, Estate Planning and Pensions.

I believe offering Independent Financial Advice, seeking out the “best of breed” investment managers from the whole of marketplace, with no bias towards inhouse funds provides the best solution for my clients looking forward. You have to aspire to be the best; mediocre is not enough.

I am passionate about building long term client relationships, acting with the utmost integrity and trust.

I care about my clients and their families. I believe the ability to provide unrestricted advice to them at critical moments in their lives is crucial in looking after their wealth and meeting their needs.

If you wish a first class, face to face and personal advice service, then please contact me on 07554 725094 or email me at

‘I have known Paul for over 20 years and found him to be very honourable and trustworthy. He has always had my best interests in the way he has dealt with my requirements and is very knowledgeable concerning investments and other related matters.’

‘My adviser has my total confidence. His knowledge in my financial planning needs is excellent and this extends to my children and grandchildren where appropriate. His advice on inheritance tax planning has provided innovative and exciting opportunities all consistent with my attitude to risk. ‘