Professionally
Paul has worked in the finance services industry for over 30 years.
During this time he has held a variety of roles, as a Business Development Manager, a Regional Manager for a bank, a Chartered Financial Planner and a Financial Planning Director.
What Paul enjoys most about his role is helping clients at Craven Street Wealth to 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.
- Managing the Training & Competency programme for the wider Financial Planning team
- Managing the team in Dorset
- Advanced Diploma in Regulated Financial Planning (APFS)
Personally
Paul is hardworking, honest and fair.
Outside of work he enjoys spending time with his family and watching football in particular .
Paul in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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