
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
My day starts with
At least 2 strong coffees, followed, if possible, by a 20-minute walk
My favourite holiday destination is…
Barcelona and I have been there on 4 occasions so far
On an ideal weekend I can be found…
Watching as much football on TV as possible or enjoying long walks along the beach
An interesting fact about me is…
I enjoy practicing a martial art called Krav Maga!
Contact us
Get in touch today to discover how we may be able to assist you.