0330 038 8941
Based in King's-Lynn
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: January, 2024
4.6 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: 26 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
37
Recent Client Reviews
Paul has received 37 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 37 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: 29 January 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.
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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
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 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: 26 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
37
Recent Client Reviews
Paul has received 37 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 37 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: 29 January 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
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)
I have been a financial adviser since 2018 having previous worked as a mortgage adviser and a personal banker for a high street bank. In total I have worked over 13 years in the financial services sector. I offer full financial planning to my clients with particular areas of interest being investments, pensions both pre and post retirement and inheritance tax planning. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. All clients are individual and it is an amazing privilege and responsibility to get to know and understand my client’s private affairs and their needs and objectives both now and in the future. I believe the key to being a good adviser is having a good level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. I also believe that clients that have the full picture of what is available to them are better informed and can make the right decisions for them. When I’m not working most of my time revolves around my family. I also enjoy playing and watching sports when time allows with Football my particular favourite.
£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
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Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.