Chartered Financial Planner
Fellow of the Personal Finance Society (FPFS)
Paul has worked within Financial Services for 38 years, 26 years as an Independent Financial Adviser, 4 of which have been at Succession. He holds Chartered Status. In addition to his core role as a Wealth Planner for Succession, Paul also supports our specialist division focused on Independent Schools (further details available under our ‘Specialist Divisions’ section).
"I'm a Grandad to 3, Dad to 3, and husband to 1! I'm a keen golfer, avid reader, and long-suffering (40 years) Sheffield Wednesday supporter."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.