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.
‘Paul is a personal friend and used to be a work colleague – He has given advice to my Mum and my family. I would happily recommend him to friends and family. He is well informed, honest, professional and never pushy. I am grateful for his advice.’