Paul Hancock
Senior Wealth Planner
Paul is a Wealth Planner at Canaccord Wealth with over 25 years' experience in financial services. A Chartered Financial Planner for over 15 years, he specialises in holistic financial planning, building long-term client relationships and helping individuals achieve financial confidence through tailored advice. He works closely with clients to address a wide range of financial planning needs, collaborating with legal and tax professionals where appropriate and regularly conducts client reviews, advises prospective clients and liaises with investment managers, product providers and support teams.
Areas of expertise:
- Holistic financial planning
- Chartered financial planning advice
- Long-term wealth and retirement planning
- Client relationship management
- Collaboration with legal and tax professionals
- Financial wellbeing and wealth preservation.
About Paul
I began my career in financial services after graduating from Cardiff University with a degree in Business Administration. What I enjoy most about my role is building trusted, long-term relationships with clients and helping them feel more confident about their financial future.
I take the time to understand what matters to each client and how their circumstances and priorities may change over time. For me, good financial planning is about looking at the bigger picture and providing clear, practical guidance that helps clients make informed decisions throughout different stages of their lives.
