Paul is a highly experienced financial planning professional. He has specialised in working within the independent schools sector for over 5 years and is relied upon by many of our retained schools to be their trusted account manager.
Paul is also a skilled presenter and able to translate very technical matters into something all staff can understand. He provides guidance to both academic and support staff on all aspects of financial planning, he also offers specialist remuneration and retirement strategies for staff and helps academic staff to navigate the maze of pension accrual tax.
Since becoming an Independent Financial Adviser over 21 years ago, Paul has continued developing his knowledge and experience by taking relevant examinations. He became a Chartered Financial Planner in 2014 and then became a Fellow of the Chartered Insurance Institute in 2015. He is an Accredited Pensions Specialist, but is also qualified (and experienced) in a number of other areas.
Paul is married to Sue and has two daughters, a step-son and two grandsons. His interests include golf, reading and following Sheffield Wednesday FC.