Paul McGregor

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.