Paul is amazing and we have recommended him to several friends and family - Mrs S, Weston-super-Mare.
Independent Financial Adviser
Paul has over thirty years of experience in a variety of roles in the financial services sector. He has been providing financial advice to clients at Invest Southwest for over 10 years.
Paul has gained vast experience and knowledge advising on Investments, Retirement Planning, Protection, Mortgages, Equity Release and Inheritance Tax Planning.
When asked why he has been so successful over such a long period of time, Paul modestly replied "I am extremely passionate about building trust and long-term relationships with my customers".
In his spare time, Paul enjoys spending time with his family, playing golf, fishing and walking his in dog ‘Nutty’.