Paul Drake

Hello and thank you for taking the time to look at my profile. I have considerable experience in wealth planning and providing quality advice. I am qualified to deal with all areas of financial planning, and specialize in investments and wealth management, retirement planning and Inheritance Tax planning*. I look forward to spending time with you to understand your current financial situation and what your objectives and aspirations are for the future. I like to work with clients who are looking for simplicity as well as a long-standing relationship in order to build and protect their wealth. Helping you with planning your early retirement, ensuring your capital is readily available for those holidays, ensuring your hard-earned wealth is passed on to your loved ones or just improving your income in retirement. I know everyone has different ambitions which is why I will work together with you on a financial plan that ‘as individual as you are’. I have been a financial adviser since 2004 having previously worked in the financial services industry since 1985, during which time I worked for AXA Wealth, Barclays and Lloyds TSB in various roles. Since 2013, I have been an Independent Financial Adviser as well as a founding member for Opal Financial Management Limited. I enjoy providing my clients with truly independent financial advice in a friendly and professional manner. I aim to keep things simple, and I will be with you every step of the way. I live in Chudleigh with my wife, Becky and our 4 children. I very much enjoy the Devon countryside and my passion is ‘Mountain Biking’. Please contact me to arrange your initial no obligation meeting, which is at our cost. *Inheritance Tax planning is not regulated by the Financial Conduct Authority.