Paul is a Chartered Financial Planner. He is also a Resolution Accredited Specialist in Financial Planning on Divorce.

He is one of only a handful of Independent Financial Advisers in the UK who’ve attained these qualifications.

Paul was appointed as an Education Champion by the Personal Finance Society in 2019 and provides financial education in schools to students.

With 30 years of experience in financial services and financial planning, he is a strong advocate of delivering advice and planning in a way that his clients find it easy to understand.

He values the trust he has gained from his clients over many years and is committed to providing a high level of client service.

Financial Planning to Paul is all about listening and fully understanding your needs and objectives, talking in plain and simple terms, whilst delivering solutions that allow you to gain financial independence and achieving your life and financial goals.

Paul works regularly with other professionals, both accountants and solicitors. He has been nominated and shortlisted for Wolverhampton Law Society Professional of the Year in 2018 & 2019.

 

Away from the office

Paul loves to paint, not walls and ceilings, but canvas. He has a preference for oils as a medium and has recently completed several portraits of family members.

He is also a very keen cyclist, and most weekends, weather permitting, he’ll be out on his bike enjoying some of the great local countryside close to home. Paul has taken part in many charity rides and sportives, covering distances in excess of 100 miles per ride.

He has been married to Lorraine for 29 years. They have four children, two boys and two girls.

 

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Paul’s entry on the FCA Register by clicking here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.

An adviser’s SPS must be renewed annually. We can provide you with a copy of Paul’s SPS on request.