0330 038 8940
Based in Kidlington
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: September, 2019
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
27
Recent Client Reviews
Paul has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 27 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: 11 November 2024
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.
4
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
27
Recent Client Reviews
Paul has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 27 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: 11 November 2024
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.
4
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 3 first impressions)
We provide our clients with clear, jargon free financial planning and advice, concentrating on what you want to achieve personally and financially during your lifetime. Whether it's ensuring you have sufficient capital, assets and income to live the lifestyle you want, take early retirement, enjoy more free time with family and friends, maybe travel more or simply plan how to pass your wealth to your children and grandchildren as tax efficiently as possible, we are here to help make it happen. We nurture and value the trusted long term working relationships we have with our clients. Our Lifestyle Financial Planning process will help you understand how much money is enough, when it can be achieved and how to maintain it throughout your lifetime. We are proud to be recognised as one of only two Independent Financial Advisory practices in Oxfordshire that are recommended and endorsed by the Law Society on the SIFA directory.
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).
About Paul's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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