Diploma in Financial Planning (DipPFS)
Certificate in Mortgage Advice - Cert CII (MP)
Paul has worked in in a board range of roles in the Financial services industry for over 12 years, gaining a great deal of experience in all aspects of Financial planning. Paul is based out of the Bristol office, where he is supported by an experience team of Paraplanners and administrators.
"I am the Father to two young children. We have an active lifestyle with kids both enjoying numerous sports and other outdoor activities. We have recently taken on an allotments and are enjoying the fruits of our labour."
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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.