Paul started his career in Financial Services over 20 years ago. His earlier years were focused on mortgages where he worked both as a tied and independent Mortgage Broker. He moved into Bancassurance in order to become a Financial Adviser, this is where he obtained his Diploma in Financial Advice (DipCii) and is a member of the Chartered Insurance Institute (Cii).
As well as working for high street Banks, Paul has also worked in Wealth Management which entails the accumulation of your Wealth before and into retirement, the preservation of your Wealth in the event of a life-changing event and transferring your Wealth to family/loved ones in the most tax-efficient manner.
His specialist field is Pensions. Paul’s strength is the simplifying of advice in complex areas of financial planning in a down to earth, friendly manner whilst providing a paramount level of service to his clients and building long term business relationships.
Outside of work Paul’s passion is music, going to the gym, movies, going to football and travelling with his family. He has been married for 16 years and has a 7 year old daughter.