Paul Smith
Chartered Financial Planner
Based in Halifax
Chartered MCSI (CISI)
Fellow of the Personal Finance Society (FPFS)
Paul has 20 years experience in the financial services profession, including 7 years in stockbroking as a Registered Representative of the London Stock Exchange. In recognition he was granted Chartered MCSI status from the Chartered Institute for Securities and Investment (CISI) in 2010 and the following year was awarded Chartered Financial Planner status. Paul deals with all aspects of tax efficient financial planning, and specialises in long term wealth preservation, retirement and inter-generational planning.
"Paul lives in Halifax with his wife and young children. He is a doting father, and as such, has temporarily abandoned his mountain bike to spend weekends visiting local parks and zoos. Aside from his family duties and his love of the great outdoors, he is a keen amateur astronomer."
Ready for a conversation?
There’s no pressure and no obligation – just a confidential chat to understand your goals.
Share your details and a member of our team will be in touch.
Thank you for submitting your details. We'll be in touch to arrange a convenient meeting time for you.