Paul has a wealth of experience having worked in banking and financial services for over 30 years, with a very broad experience as a Financial Adviser, Sales Manager and Building Society Branch Manager locally around Hampshire and the Isle of Wight.
As a Wealth Planning Director at the local Fareham Office Paul works closely with his clients to give them a trusted source of advice to plan for their futures and achieve their financial goals, providing the ongoing financial advice service that the office has been renowned for over many years. Paul provide full holistic wealth planning encompassing all areas of financial advice for individuals and business, and is also one of our specialist Equity Release advisers.
If you are looking for local, personal financial advice, and are happy to spend time so that Paul can understand your financial situation and your aspirations he would be delighted to talk to you.