0330 038 8941
Based in Chester
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Top Rated 2026
Verified since: October, 2025

4.8 out of 5

52 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 July 2026

    Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 16 April 2026

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    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

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About

I am a qualified Financial Planning Consultant I also advise on Insurance and Protection I have a background in investment management and property development Wealth Management Retirement Planning IHT Planning Pension consilidation Personalised financial reviews - one off or ongoing Inheritance Tax Planning is not regulated by the Financial Conduct Authority Approver Quilter Financial Services Limited. April 2026