Working in financial services since 1979, Paul is proud to be one of the first financial planners in the country to be awarded the title of Chartered Financial Planner in 2005 by the UK Chartered Insurance Institute.
Paul is friendly and approachable, with a passion for delivering an excellent standard of service and then helping his clients with continued ongoing advice. A financial architect who helps people achieve their financial goals in life through solid planning and the highest standard of advice.
Paul prides himself on providing great customer service with an in-depth knowledge and experience advising Personal and Corporate clients for over 25 years with a broad range of planning needs and as such has developed particular expertise in the following areas: -
• Tax-efficient Investment Planning and retirement strategies for business owners and directors.
• Inheritance Tax Planning.
• Investment Planning for individuals, corporates and trustees.
• Retirement Planning, including advising on SIPP and drawdown schemes.
• Protection Planning for individuals and business owners.
Favourite quote: Good financial planning is not just about having insurance policies, pensions or investments, but having the right ones that give you financial independence and peace of mind.
Paul works for Alexander House which is a National Advice business built on excellent service and traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom and we will do this with discipline and determination.
At Alexander House, we aim to offer an efficient, friendly, expert service – whether that be arranging and managing your pensions or investments, searching for the most suitable mortgage deal or making sure you and your loved ones are financially protected in the event of ill health or death. We are always at the end of the phone, email or even SKYPE!
Whilst Paul is Expertly qualified and as such can advise on all core Regulated areas including investments to life protection and mortgages, he particularly specialises in Pensions and Retirement Planning, having spent the majority of his advising career in this complex area.
Both Paul and Alexander House are privileged that our client base is made up predominantly of clients where we have built up over long term relationships and the vast majority of our new clients come from these recommendations. Supported by the Quilter Financial Network, this FTSE 100 business provides quality oversight and advice surety on behalf of the Financial Conduct Authority.
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