Paul Tuson

Paul Tuson

Ascot Lloyd

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Bolton
View location
Top Rated 2026
Verified since: December, 2024
4.8 out of 5

207 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 April 2026

    Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status

  • 76

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 76 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 February 2026

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Paul has not yet added their qualifications to their profile

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

I began my career in financial services after leaving school, and now have a total of 35 years’ experience. My main focus is on high net worth and affluent individuals along with corporate clients. Developing personable relationships with clients is very important to me, and this ensures that I can focus on their needs whether it be Retirement planning, Investments or Inheritance Tax mitigation. I like to invest a considerable amount of time and effort into my client relationships, in order to build up a detailed knowledge of their aims and objectives. This is maintained through a commitment to regular reviews, highlighting any areas for improvement, and working with them when and if their circumstances change. As wealth management specialist, I am particularly skilled in the areas of portfolio management and investment planning. I have numerous specialist, and advanced qualifications, including Investment Principles and Risk, Pensions and Retirement Planning, and Financial Services Regulation and Ethics. Working closely with, and alongside other professionals such as accountants and solicitors is important to me. By taking this approach, I find clients get the most comprehensive management of their financial affairs, including personal tax and future plans for their wealth. My hobbies include Skiing and attending music festivals!