Paul deals in all aspects of financial planning, taking the time to fully understand his clients’ needs and aspirations, enabling him to create sound financial strategies to meet their objectives. His commitment to educating and helping people is paramount to his Planning ethos.
Having worked in Financial Services for 26 years and with a number of our Independent School clients for the past year, Paul has proven himself to be a key professional partner who is regularly referred to others.
He is an expert in the Teachers’ Pension Scheme, tax planning, holistic financial planning and is currently working towards Chartered status.
Paul lives in Salisbury with his partner and young son. He spends a lot of time with his family and when he is not entertaining them, enjoys the great outdoors and motorcycling.