Paul has an empathic and pragmatic approach he focusses on problem solving for the client, rather than product selling and that is what you can expect to receive when you meet with him. Paul has over 20 years’ experience in the industry which is evident from his passionate and straightforward way of handling financial advice. As a result, he has developed long lasting relationships with clients and has established a successful Practice based on this.
Paul has developed specialist knowledge with which to advise clients in the areas of Investment planning, Inheritance Tax planning (fully qualified Trust* and Estate Planning Partner) and Retirement Strategies, in addition to the usual areas you would expect from a Principal Partner Practice of St. James’s Place Wealth Management. Paul’s approach is one of problem solving for the client, rather than product selling and the client can expect to receive ‘best advice’ at all times.
*Trusts are not regulated by the Financial Conduct Authority.
Call 01252 846688 or email firstname.lastname@example.org