Paul Gray

My career in the financial services industry began in 2001 when I joined the Zurich Advice Network straight from university. I’ve worked as a mortgage and financial adviser for over 20 years, helping busy professionals – from local business owners to London commuters – typically in their 40s and 50s. They’re working hard, bringing up children and have one thing in common: they need someone by their side who they can trust when it comes to making important financial decisions. My clients are moving through life, perhaps from a mortgage to needing more complex financial support with pensions, investments, protection and inheritance tax planning. By finding out what matters to them most, I can narrow the options, simplify the process and help them to feel clear and confident before making any big financial decisions. As a Chartered Financial Planner I believe technical knowledge and a high level of qualifications are vital to act professionally in this role. However, I think it is the ability to really listen with empathy to what a client is telling you that really matters, that is the essential skill of a financial adviser. Away from work I am a member of the board of Governors at my sons junior school which offers a refreshingly different and equally rewarding challenge. In my spare time life very much revolves around my family, I also enjoy running and playing squash. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.