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Paul Barnfield

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Paul Barnfield
Paul Barnfield
ACII, FPFS
Chartered Independent Financial Adviser

Paul has been working for over 25 years in Financial Services. The last 15 of these have been providing face to face Independent Financial Advice to clients.

Before joining the Vision team he enjoyed a successful and rewarding career with Nat West. Over his career working he has always focused on maintaining his knowledge and in 2009 Paul achieved his Chartered Financial Planner qualification, being one of the first in the industry.  In 2012 Paul became a Fellow of the Chartered Insurance Institute

Paul can offer expert advice across the full range of financial planning areas, and specialises in Inheritance Tax and Investment Planning

Over his time with NatWest he has met a diverse range of clients and its that experience that helps him to provide not only the technical planning, but the personal understanding of each individuals situation.

He feels strongly about developing and maintaining a relationship with clients based on trust and loyalty, not just for the short term but for many years to come. As a truly Independent Adviser, his ability to offer ‘whole of market’ advice (meaning not being restricted to a limited range of products or providers) is fundamental to delivering the solutions to his clients.

Paul is married with three children and this is the main focus of his time away from work. His interests include watching his lifelong football team Bristol City and spending time on his allotment.

Paul would welcome the opportunity to meet with you to discuss how he might best help you and can be contacted using the details below.

07730 352703 or

 

'I have been advised by Paul Barnfield since 2006. I have always found him pleasant, efficient and utterly trustworthy. I would have no hesitation in recommending him to friends and family and indeed have done so.'

'Very satisfied with service, feel Paul always takes time to ensure we understand how our account is doing and the risks involved, also that we have sufficient funds for our needs.'

'Again it was a pleasure to welcome Paul to our home for the Annual review. As we are cautious investors with joint regular income well exceeding outgoings, our Financial situation is secure. This has been achieved thanks to Paul's guidance over many years. Long may our relationship with Paul continue. An excellent ambassador for our organisation.'

'As always Paul enabled me to make decisions based on his explanations and advice, he understands and respects any opinions I have. His recommendations are of high importance.'

'I see Paul as a friend who has my best interests at heart and who happens to be a trusted financial adviser as well. Paul always responds quickly to any queries or problems I may have.'