0131 268 0409
Based in Edinburgh
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FCA status: Certified by Firm
Last checked: 15 March 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
11
Recent Client Reviews
Verified reviews: 100%
Paul has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 30 August 2024
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.
21
Qualifications Uploaded
21 qualification certificates available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Paul has not yet added their fees to their profile
7
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 March 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
11
Recent Client Reviews
Verified reviews: 100%
Paul has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 30 August 2024
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.
21
Qualifications Uploaded
21 qualification certificates available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Paul has not yet added their fees to their profile
7
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 7 first impressions)
Paul joined our Edinburgh office in December 2022. Bringing over 25 years of experience in the Financial Services sector, he chose to join Acumen Financial Planning due to our first-class reputation and a culture that puts the client at the heart of our financial planning service. Paul is driven by a sense of pride in being invited to help people solve problems and improve their financial lives. A keen golfer, Paul lives with wife Angela in East Lothian.
Offers available through VouchedFor
Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paul's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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