0330 038 8942
Based in Shrewsbury
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: December, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 25 March 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
37
Recent Client Reviews
Paul has received 37 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 37 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 19 November 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.
2
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 15 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 15 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 25 March 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
37
Recent Client Reviews
Paul has received 37 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 37 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 19 November 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.
2
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
15
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 15 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 15 first impressions)
Paul has been a member of the Beaumont Wealth team since 2021 and has over 28 years of experience in the financial sector. He is a fully qualified Financial Planner and a Chartered member of the Chartered Institute for Securities and Investments. Additionally, he is a member by Diploma of the Chartered Insurance Institute. Paul has achieved the VouchedFor Certificate of Excellence with a 4.8/5 customer rating. Before joining us, Paul worked for several large financial institutions, including Prudential, Standard Life, and Zurich, where he gained extensive knowledge of pensions, investments, trusts, and estate planning. Paul has a busy home life, but he wouldn't have it any other way. He loves spending time with his wife, three children, and two foster children. A sports enthusiast, Paul enjoys playing golf and badminton, whitewater kayaking, skiing, and mountain climbing.
£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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