0203 551 0160
Based in Primrose-Hill
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 09 March 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
16
Recent Client Reviews
Verified reviews: 89%
Paul has received 16 client reviews in the past 12 months; 89% of these have been verified
Independent Financial Adviser
Last checked: 09 October 2024
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.
4
Qualifications Uploaded
4 qualification certificates available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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
73
Positive 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 73 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 09 March 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
16
Recent Client Reviews
Verified reviews: 89%
Paul has received 16 client reviews in the past 12 months; 89% of these have been verified
Independent Financial Adviser
Last checked: 09 October 2024
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.
4
Qualifications Uploaded
4 qualification certificates available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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
73
Positive 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 73 first impressions)
I joined The Private Office in 2011 and have expertise and advise on all aspects of financial, investment, retirement, protection and succession planning. I look after a wide range of private clients, including; high net worth individuals, families, attorneys, charities and trusts. I take pride in both identifying and understanding each of my clients’ objectives with empathy and clarity. I offer them a truly bespoke plan with personal benchmarks to help them achieve their goals, as tax efficiently as possible, with independent advice at the heart of it. Originally from London, I studied Business and Management Studies at Leeds Business School. I am an Associate member of the Personal Finance Society and hold the prestigious Chartered Financial Planner status. Outside of work, I enjoy learning languages, travelling, all kinds of sport, dining out, live music, walks in the park and generally making the most out of living in London.
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
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