Paul Wallis Financial Solutions Limited

Independent Financial Adviser  Paul Wallis Financial Solutions Ltd, Kent, West Malling, ME19 4YU
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FCA authorised
Last authorised 22nd February 2021
We offer a friendly, personal yet professional service to all our clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buying first home
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Equity release
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Next home / Remortgaging
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group life insurance
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Long term care
Meet our advisers
MR Paul Wallis CEMAP ACIB
Managing Director
About us

The company provides clear, fully independent advice to private clients and small businesses. We have over 20 years experience in the Financial Services profession and are able to offer a wealth of experience and expertise to meet our clients needs. This is coupled with a professional, courteous and friendly service.

Our services

We tailor solutions to our clients needs and do not believe a one size fits all. It is important that the client feels they have someone looking after their financial planning and we strongly believe that regular reviews are essential to help clients meet their financial goals.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Paul Wallis Financial Solutions Ltd, Suite 2, 50 Churchill Square, Kings Hill, Kent, West Malling, ME19 4YU

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