Qualifications
Professionally
Paul has more than 35 years of experience in financial services, starting his career in the early 90s as a financial adviser with Norwich Union. He went on to enjoy a successful 20-year career with Lloyds Banking Group, initially joining the Halifax Building Society as a financial adviser before progressing into area and regional management roles.
In 2015, Paul returned to his roots and took the opportunity to become an independent financial planner with a local IFA firm. Over the last decade, he has worked closely with his clients to help them navigate their financial goals and needs at every stage of the planning process.
Paul is committed to providing the best advice and service to his clients. He takes great pride in offering open, honest, and reliable guidance, helping clients make decisions based on authenticity and trust.
Personally
Paul is married to Sue, and together they are proud parents of a son and two daughters. They share their home with two dogs, who they enjoy walking around Dunham and Ashley. You might even catch them popping into local pubs for a light refreshment along the way!
Paul’s latest passion is playing Padel tennis and he also makes time for the gym to try and stay in shape. Both he and Sue love holidaying in Portugal whenever they get the chance.