0330 038 8942
Based in Belfast
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2022
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2026
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
35
Recent Client Reviews
Paul has received 35 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 35 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 December 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paul has not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
I began my career in financial services in 1999 and became a financial planner in 2002. To start, I worked for a leading bank in Northern Ireland before taking the leap and going self-employed in 2006. I then became a Partner in a local firm in 2010, which merged with Navigate in 2015. Now, I am a Certified Financial Planner specialising in delivering proper goal-based financial planning, working with fellow business owners/directors/high earners to help them achieve their long-term objectives. I'm also a published author via Amazon Kindle, having written two books: “Your Money and Your Life - Planning for the future while living for today” and “Your Money and Your Life: Buying your first house”. I'm also a regular guest speaker at Belfast Property Meet, Northern Ireland’s number one networking group for property investors. Outside of work, I'm married to Helen, and together we live in Doagh, Co. Antrim with our daughter Lucia and Maisie the Shih Tzu. When time allows, I enjoy training, watching football and time with friends, as well as spending time at our family holiday home in Portrush.