0208 166 7217
Based in Marylebone
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: August, 2020
4.8 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: 12 March 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
34
Recent Client Reviews
Paul has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 34 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: 18 March 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.
Qualifications Uploaded
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
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Paul has not yet added their fees to their profile
33
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 33 first impressions)
97% of users who are not yet clients had a positive first experience with Paul
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 33 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: 12 March 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
34
Recent Client Reviews
Paul has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 34 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: 18 March 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.
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 not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
33
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 33 first impressions)
97% of users who are not yet clients had a positive first experience with Paul
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 33 first impressions)
Paul has worked in financial services for over 15 years, supporting senior medical clients with a broad range of services for every stage of their careers. He provides first-rate, specialist advice on the complex nature of the NHS pension and remuneration package as well as advising on investments and tax issues. Paul finds helping clients to achieve their aims for later life particularly rewarding and enjoys keeping up-to-date with those now enjoying their well-earned retirements. He enjoys five-a-side football and introducing his son to his love of classic cars. Alternative investments in assets that are high risk and can be difficult to sell. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
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
Mortgage value
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