About Paul
With 15 years experience in Financial Services with Standard Life and latterly Prudential/Vitality, I have always been able to provide a tailored service to each individual client.
Understanding that no two people’s lives or financial situation are exactly alike, it is important to tailor-fit a personal plan to suit each individual client’s goals and needs.
My clients expect me to do the very best for them in all aspects of financial planning; be that medium and long-term investment, pensions, savings and estate planning in the most tax efficient and cost effective manner.
Impartial and individual advice is essential to maintain integrity and professionalism at all times.
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