Paul De Vries

Paul De Vries

Ascot Lloyd

Minimum savings/pensions: Over £250,000

0121 659 8159
Based in Birmingham
View location

Top Rated 2025
Verified since: January, 2025

4.7 out of 5

87 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 March 2025

    Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status

  • 48

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 48 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Paul has not yet added their qualifications to their profile

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 March 2025

    Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status

  • 48

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 48 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Paul has not yet added their qualifications to their profile

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Hi, I'm Paul de Vries, I am a Chartered Financial Planner at Ascot Lloyd. I specialise in retirement planning, investment management and advice on tax planning strategies. I take pride in offering tailored independent advice to help clients make informed decisions and achieve their financial ambitions. I am able to advise Individuals, Trustees and also Companies on their planning needs and can do so in person or online. Partnering with Ascot Lloyd means you’ll have the expertise, resources, and support of a trusted name in financial planning. If you’re looking for clear, jargon-free advice to help you achieve your financial goals, I’d be delighted to help.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.