Paul made the process very easy and gave great advice. We are really pleased - Mrs C, Taunton.
Independent Financial Adviser
Paul has worked in Financial Services for twenty four years as an adviser and mortgage consultant, previously employed by Towergate Financial and HSBC where he reached the status of Branch Manager.
During his time working for a large financial organisation, Paul could see his clients wanting to have the same adviser over the long term to develop trust and understanding of their financial needs. Paul decided to move into the Independent Financial Advice world and took his first role as an IFA in 2012.
DipPFS Certs CII (MP & ER)