0330 038 8939
Based in Glastonbury
View locationChecks carried out by VouchedFor
FCA Regulated
Paulo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 April 2025
Paulo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Paulo has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paulo has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 21 January 2025
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.
4
Qualifications Uploaded
Paulo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Paulo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paulo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Paulo has provided information on their typical fees
Paulo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paulo (based on 13 first impressions)
100% of users who are not yet clients had a positive first experience with Paulo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paulo (based on 13 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Paulo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 April 2025
Paulo and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Paulo has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paulo has received 8 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 21 January 2025
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.
4
Qualifications Uploaded
Paulo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Paulo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paulo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Paulo has provided information on their typical fees
Paulo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paulo (based on 13 first impressions)
100% of users who are not yet clients had a positive first experience with Paulo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paulo (based on 13 first impressions)
With more than eight years of dedicated experience in the financial services industry, I have immersed myself in various facets of the field. This journey led me to attain my professional qualifications in financial advice, culminating in the prestigious Chartered Associate ALFBF designation. Notably, I achieved this distinction at a remarkably young age, setting a commendable precedent within the industry. Since securing this esteemed designation, my passion has been firmly rooted in assisting individuals and businesses in comprehending, strategising, and ultimately realising their enduring financial goals. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 14/11/2024
Offers available through VouchedFor
Contact Paulo 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).
About Paulo's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Chalice Financial Planning Limited is an Appointed Representative of and represents only St James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).