Paul Urmston

I am the practice Principal at Fresh Approach Financial Planning. My aim is to give you a fresh perspective on your financial planning, help you simplify the process and promote real understanding of financial services. I have been in the financial services industry since 2004. My career started as a Bank Manager and I progressed to being a Financial Adviser in 2006. In 2011, I joined 2plan wealth management and became an Independent Financial Adviser. I am now trading as Fresh Approach. As a firm, Fresh Approach still retains all the support and expertise of the 2plan network, but I am able to promote my own brand values, as well as retaining peace of mind for both clients and our business. A Local Service, supported by a national brand to give you ‘Safety in Numbers’ for your financial planning. I hold the Diploma in Financial Advice and also have certifications in mortgage advice, equity release and long term care planning. I continually update my knowledge through regular professional development to ensure that I can give clear and accurate advice at all times. Based in Malvern, Worcestershire, I specialise in Investment and Retirement planning. I am also able to advise on protection planning, long term care, mortgages and equity release. My aim is to provide a ‘no jargon’ approach which my clients appreciate - all conducted from my office or the comfort of your own home. I consolidate my advice with a reliable review service that strengthens client relationships and helps build further business via referrals. Initial appointments are at no cost to you, and there is no obligation to proceed with any of our services.