Independent Financial Adviser
Paul is a Chartered Financial Planner qualification, being one of the first in the industry. In 2012 Paul became a Fellow of the Chartered Insurance Institute. Paul can offer expert advice across the full range of financial planning areas, and specialises in Inheritance Tax and Investment Planning
As a truly Independent Adviser, his ability to offer ‘whole of market’ advice (meaning not being restricted to a limited range of products or providers) is fundamental to delivering the solutions to his clients.