0330 038 8941
Based in Newbury
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 02 March 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Verified reviews: 100%
Paul has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 30 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
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Paul has not yet added their fees to their profile
10
Positive 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 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 02 March 2025
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Verified reviews: 100%
Paul has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 30 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
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Paul has not yet added their fees to their profile
10
Positive 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 10 first impressions)
Financial Adviser providing advice to corporate and individual clients. I specialise in offering solutions for wealth creation, wealth preservation, inheritance tax planning, options in retirement, life and income protection. Paul specialises in: •Pre and post retirement planning •Inheritance Tax Planning •Lump sum and regular investment savings
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
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.