0330 038 8940
Based in Rushden
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FCA status: Certified by Firm
Last checked: 27 February 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
10
Recent Client Reviews
Verified reviews: 100%
Paul has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 13 March 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.
3
Qualifications Uploaded
3 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
Fees not yet added
Paul has not yet added their fees to their profile
84
Positive First Impressions
89% of users who are not yet clients had a positive first experience with Paul
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 84 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 27 February 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
10
Recent Client Reviews
Verified reviews: 100%
Paul has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 13 March 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.
3
Qualifications Uploaded
3 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
Fees not yet added
Paul has not yet added their fees to their profile
84
Positive First Impressions
89% of users who are not yet clients had a positive first experience with Paul
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 84 first impressions)
What is it you are looking for from an advisor? Some will prefer a more formal approach, whilst others want a more friendly down to earth person who they can share their concerns with (though I’m only qualified to talk about financial matters) I lean towards the latter. The reassurance that you are doing the “right thing” with your financial planning or that maybe you should try a different approach? Not all advisors will come up with the same solution to a situation. That doesn’t mean one is right and one wrong, it’s about what is right for you, understanding what those options are and how YOU feel about them. Risk is a big part of this, especially with what’s been going on in the world of late. Understanding the risks involved and the amount of risk you are prepared to take along with weighing up the potential rewards, so that the correct choices are made tailored to your requirements. A bit about me…I spend my spare time walking my dogs, bird watching and spending time with my family. Occasionally hiking up a mountain my last being Cader Idris which I thoroughly recommend! I also enjoy sailing my Solo dinghy at my local sailing club, and reading, I have just finished reading The Sea by John Banville. If you haven't read any John Banville, I thoroughly recommend him. So why should you talk to me? Well, if you like an open, personable and jargon-free approach (I'll do my best on the last point) then let's talk. Paul PS, Unlike all advisors I am completely Independent, I only ever introduce products to my clients that help them resolve an issue, rather than offering something as it was all I had available to me.
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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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