Paul’s career in financial services began in 2004 after gaining his MSci at The University of Strathclyde.
His early career was spent at Santander, Aviva and Co-operative Insurance where he developed extensive knowledge of financial planning, placing his clients at the centre of everything he does. In 2009, Paul joined Independent Advisers (Scotland) in order to offer independent advice to his clients.
He holds the Diploma in Financial Planning (DipPFS) plus two advanced pension qualifications, as well as the CeMAP (mortgage advice) certificate. He is working towards the Advanced Diploma in Financial Planning and Chartered Financial Planner status. Paul is one of Succession’s accredited pension transfer specialists.
Paul is also a qualified willwriter and estate planner, and a member of the Institute of Scottish Professional Willwriters.
He takes great satisfaction from helping people make the most of their money.
Outside of work, Paul’s interests including spending time with his wife and two young children, cycling, swimming and DIY.