0330 038 8942
Based in Bolton
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: December, 2024
4.8 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: 09 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
49
Recent Client Reviews
Paul has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 49 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: 12 February 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: 09 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
49
Recent Client Reviews
Paul has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 49 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: 12 February 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
I began my career in financial services after leaving school, and now have a total of 35 years’ experience. My main focus is on high net worth and affluent individuals along with corporate clients. Developing personable relationships with clients is very important to me, and this ensures that I can focus on their needs whether it be Retirement planning, Investments or Inheritance Tax mitigation. I like to invest a considerable amount of time and effort into my client relationships, in order to build up a detailed knowledge of their aims and objectives. This is maintained through a commitment to regular reviews, highlighting any areas for improvement, and working with them when and if their circumstances change. As wealth management specialist, I am particularly skilled in the areas of portfolio management and investment planning. I have numerous specialist, and advanced qualifications, including Investment Principles and Risk, Pensions and Retirement Planning, and Financial Services Regulation and Ethics. Working closely with, and alongside other professionals such as accountants and solicitors is important to me. By taking this approach, I find clients get the most comprehensive management of their financial affairs, including personal tax and future plans for their wealth. My hobbies include Skiing and attending music festivals!
£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).
About Paul's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.