0121 659 8159
Based in Birmingham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2025
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 14 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
51
Recent Client Reviews
Paul has received 51 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 51 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Paul has not yet added their qualifications to their profile
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Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 14 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
51
Recent Client Reviews
Paul has received 51 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 51 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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.