Professionally
Paul has worked in the financial services industry for over 30 years.
During this time he has held a variety of roles, having worked as a Regional Manager for a bank, a Chartered Financial Planner, a Financial Planning Director and now Training and Competency Director.
What Paul enjoys most about his role is supporting our Financial Planners to be even more effective in helping clients achieve their financial goals and objectives.
He brings a broad knowledge and experience of financial planning and management to the team, that he has gained from his various banking and IFA roles.
- Advanced Diploma in Regulated Financial Planning (APFS)
Personally
Paul enjoys travelling to new holiday destinations and when at home watching any sport possible, although football in particular.
Paul in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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