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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

 

'Paul takes a lot of trouble to be sure he understands our goals and specific requirements when these arise. We rely completely on his advice and that of Vision.'

'For me, it is very reassuring that I know I can phone Paul, or leave a message about any concerns regarding money I may have. I am confident he will get back to me as soon as possible with helpful advice.'

'Paul continues to provide sounds guidance and advice on all financial matters. This coupled with his experiences enables him to appreciate and assist with the potential problems associated with older clients. We look forward to his annual reviews and take comfort that he is avalaible throughout the year should we need help. Excellent adviser!'

'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.'