Paul D Brown

Paul D Brown

Ascot Lloyd

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Chichester
View location
Top Rated 2025
Verified since: September, 2021
4.7 out of 5

160 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 November 2025

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

  • 43

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 43 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 July 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.

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    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

  • 7

    Positive First Impressions

    86% of users who are not yet clients had a positive first experience with Paul

    86% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 7 first impressions)

Having worked in financial services since the early "noughties", I have experience in retail banking, life assurance and am passionate about financial planning. Technically an Independent Financial Advisor, I regard myself as a holistic financial planner, which involves first and foremost getting to know prospective clients. It's incredibly important to know what your life goals and aspirations are, what is most important to you and your family, what you want to achieve and when, and how to deal with hick ups or take opportunities along the way. Ours will often be a long-term relationship rather than a transactional one, with regular reviews to keep things on track as things inevitably change over time. I always say when it comes to financial planning it's not about what you know, but about the potential costs of not knowing what you don't know! Most of us want to live happy, fulfilling and enjoyable lives, money is just part of that picture, but an essential one that can help you achieve that as fast as possible.