Paul McMullan

Paul McMullan

Succession Wealth

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £250,000

0117 295 0043
Based in Bristol
View location
Top Rated 2025
Verified since: December, 2022
4.8 out of 5

41 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 December 2025

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

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 August 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.

  • 4

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    4 qualification certificates available to view

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  • Transparent Fees

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I have worked in financial services since 2006 in various roles, becoming a financial planner in 2018. I Joined Succession in March 2020, and have since helped numerous individuals, families and business from all walks of life, archive and build towards their objectives. I specialise in retirement planning, but can also help with Investments, Protection, Mortgages, Estate planning, Equity release and long term care. Prior to advising individuals about their financial needs I worked in Employee benefits dealing with company pension schemes and flexible benefits. I enjoy meeting clients and working closely with them to develop a financial plan which will help achieve their own financial and lifestyle objectives. I have a holistic approach to financial planning, meaning that I review clients whole situations to make sure they receive advice in the area most suited to their needs. My client base is diverse ranging from young professionals just starting their financial planning journey to older clients who may be looking to retire or protect the values of their estates for future generations. My aim is to attain chartered status over the next few years and continue to grow and develop relationships with both my current clients and new ones. Away from work, I am very active, I enjoy cooking, sports and other outdoor activities. I am also kept busy by my two children.