After visiting three potential Independent Financial Advisers, we found Paul's approach to be personable, informative and in tune with our needs. We look forward to a successful relationship - Mr C, Taunton.
Independent Financial Adviser
Paul has worked in Financial Services for a number of years as an adviser, previously employed by Towry, NFU Mutual and St. James’s Place.
Paul's key aim is to build long term relationships with his clients, to develop trust and a full understanding of their financial needs to help them navigate through the ever-changing world of finance and investments.
Outside of work Paul is a proud Dad/Grandad and supports his children’s multiple sporting activities, mostly as a Taxi service!
To relax he enjoys the odd run, walking the dogs in the Somerset countryside and general fun-filled family time.