Paul joined the firm in 2013 and is a Chartered Financial Planner and Partner who leads our London Financial Planning team.
Experience
Paul advises clients including high-net-worth individuals and their families, business owners, professionals and international clients specialising in helping identify their personal objectives and building bespoke plans to help them achieve their goals.
He builds long-lasting relationships with his clients and their families guiding them through the many financial stages of life.
Paul’s expertise includes planning for retirement, investment positioning and risk management, tax mitigation, estate planning and financial protection. Paul is also a specialist in cash flow modelling, demonstrating long-term planning outcomes.
Work highlights
VouchedFor Top Rated Adviser
New Model Adviser’s Top Next Generation Advisers aged under 35
Accreditations/ Memberships of professional bodies
"The advice from Paul has been invaluable and we firmly trust the guidance he provides ensuring our financial stability even through recent economic downturns. Paul's quality advice has enabled us to maintain our agreed level of retirement income whilst projecting growth and security for our future.
VouchedFor feedback
Paul’s advice and support has been invaluable. I feel understood and listened to and that I am in safe hands. I trust his perspectives."
