Paul McGregor

Paul McGregor

Pursuit Financial Planning Ltd

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Dalton-in-Furness
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Top Rated 2025
Verified since: September, 2024

4.9 out of 5

97 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 March 2025

    Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 47

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 47 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

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

  • 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 Regulated

    Last checked: 13 March 2025

    Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 47

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 47 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

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

  • 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

I have been a financial adviser for over 15 years, achieving Chartered status in 2017 and later becoming a Fellow of the Personal Finance Society. After serving as a Partner at Prudential Financial Planning for a decade, I went on to establish Pursuit Financial Planning. I am particularly passionate about helping clients clarify their goals and quickly identifying both opportunities and risks. As an advocate of cashflow modelling, I believe it is an essential tool for achieving long-term financial success. My client base primarily consists of individuals who are approaching or have reached the stage where creating and maintaining financial independence, along with building intergenerational wealth, is a priority. Effective tax planning plays a central role in achieving these objectives. To me, being a great adviser is about more than technical expertise—it’s about truly listening and connecting with what matters most to clients. Outside of work, I enjoy spending time with my family in the Lake District, exploring the outdoors. I’m also an avid reader, play bass guitar in a band, and volunteer with Skills for Life, helping young people develop employment skills.

Offers available through VouchedFor

Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£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

Pursuit Financial Planning advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.