Paul McLean

Wealth Planner

Diploma in Financial Planning (DipPFS)

Paul takes the time to fully understand his clients’ needs and aspirations, enabling him to create sound financial strategies to plan to meet their objectives. As a planner for the last 30 years, his commitment to educating and helping people is paramount to his planning ethos.

"I spend a lot of time with my family and when I'm not entertaining them, I enjoy the great outdoors, rugby and motorcycling."

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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.

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