About Paul
I have worked in the Financial Services industry for over 20 years since graduating from Cardiff University with a degree in Business Administration. Holding the Chartered Financial Planner status for 15 years, I enjoy building trusted long-term relationships with clients to positively impact their financial future. I find satisfaction in addressing a wide range of client needs and strive to provide a comprehensive approach to financial planning by collaborating with legal and tax professionals. On a day-to-day basis, I conduct client review meetings, meet new prospective clients, address client queries or updates, and liaise with investment and product providers as well as support staff colleagues.