0330 038 8940
Based in Conwy
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: January, 2019
4.9 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 AuthorityLast checked: 12 July 2026
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
59
Recent Client Reviews
Paul has received 59 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Paul has received 59 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: 07 March 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.
1
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 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 profileFees not yet added
Paul has not yet added their fees to their profile
20
Positive First Impressions
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 20 first impressions)85% of users who are not yet clients had a positive first experience with Paul
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 20 first impressions)
About
I provide tailored independent financial advice to help you achieve your current aims and future aspirations. Whether you are an individual, a small business owner or trustee, our expertise and guidance will help you build, manage and protect your wealth, creating peace of mind during the process. We offer a highly personalised service and build life-long relationships with our clients, founded on trust, integrity and fairness. We have clients in Manchester, Cheshire, Shropshire, Wirral and North Wales, as well as an increasing number throughout the UK. Paul Boulton, our principal and an independent financial advisor (IFA), has been advising clients for over 30 years. • Investment and Portfolio Planning •Retirement Planning •Pensions •Protection/Life Assurance/Income Protection •Inheritance Tax/Trust Planning When Im not in the office I enjoy Scuba Diving and Bungee Jumping!! Yoga and Music Festivals. Getting the Right advice means speaking to the right people.