Managing Director & Chartered Financial Planner
Paul advises both corporate and private clients as well as leading the company. For his corporate clients, he advises on complex pension matters and for his private clients, he advises with a focus on enjoying and making the most of their money.
Paul’s main hobby is golf, with most weekends and family holidays involving a round or two! He takes a keen interest in most sports but particularly rugby union. Podcasts and audiobooks feature at some point each day and he is almost certainly Apple’s best customer!
With his career starting in 1997, Paul joined us in 2008 and was appointed to the board in 2014. During that time, he’s qualified as a Chartered Financial Planner, gained Fellowship of the Personal Finance Society and completed a Master of Science in Financial Planning. He also holds advanced qualifications in Investment Management, Pensions and Tax.