Paul is a financial adviser with 25 years’ experience providing Holistic Financial Planning Solutions to private individuals. Having previously worked in a private banking environment, he now focuses on working together with clients to build a robust financial plan to help them meet their objectives in the creation, growth, and protection of their wealth. Holistic Planning can mean many things, but common discussion points are planning tax efficiently for retirement, effective investment of savings over the longer term and protection of assets and lifestyle in the event of death or serious illness. Paul started working with Atomos UK in 2019 because he shares their vision of how financial planning advice should be delivered. He works in a professional but approachable manner providing clarity and transparency at every step.