Paul has spent the last 20 years holding a number of different positions with two major well known financial institutions, namely Nationwide Building society for the first part and Barclays Bank for the latter years.
During his time with Nationwide he had a number of advisory roles which included mortgage broker and independent adviser before taking up a role as a branch based financial adviser in 1994 working from Woking, Surrey and then Staines, Middlesex and finally relocating to North Devon in 2002 with his family where he enjoys living on the edge of Exmoor within easy reach of the coast and a short commute to Barnstaple & surrounding areas.
Paul then decided to join Barclays Bank to take advantage of the stronger financial planning proposition for his clients where he continued to have a successful career.
Trading as Caller Financial Solutions Ltd he will now be able to offer his future clients access to the whole market of investment, pension, life assurance, health insurance and savings products ensuring the best possible advice. Paul is looking forward to building rewarding long term relationships with his clients without the previous restrictions the bank/building societies impose.
Paul can be contacted on 07526 730266 or by
'Paul has always provided a very professional service. Using his guidance my investments have performed well. Highly recommend.'
'Paul has been our adviser for several years and we cannot fault his commitment or advice so far.'
'Paul has advised me for five years now and has always acquiesced to my wishes and advised me very well. We have a good relationship and I feel happy with the way he deals with my account. He always prepares well before our meetings and makes it clear that mine is the final decision, which I appreciate.'
'I am very pleased with level of service and care that Paul has given and shown to us in arranging and advising us in respect of our portfolio. My questions and queries are always dealt with quickly and Paul always ensures we have a complete understanding of his explanations. Paul provides a very professional service in respect of our financial planning.'
'Paul is patient at explaining necessary financial terms in simple language. I trust his advice and value his help in managing my finances. I would recommend him to any of my friends.'
To read more reviews Paul has had from his clients then click on the link below that takes you through to VouchedFor: