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.
‘My adviser was was particularly helpful when my parents died. He went ‘the extra mile’. He has a good knowledge of our family and I trust him with this intimate information.’
‘Paul Caller has been my financial adviser for nearly 10 years and has always been helpful and interested in steering me in the directions I have chosen. He has always had my goals in mind and gives me excellent back-up. I am grateful that he never pressurises me at all and when he makes suggestions re my finances, I know he has thoroughly sourced the best products for me.’
To read more reviews Paul has had from his clients then click on the link below that takes you through to VouchedFor: