0203 551 0160
Based in Fleet-Street
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 24 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
21
Recent Client Reviews
Paul has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 21 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: 16 December 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.
1
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Transparent Fees
Paul has not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 21 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 21 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 24 April 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
21
Recent Client Reviews
Paul has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 21 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: 16 December 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.
1
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Transparent Fees
Paul has not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
21
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 21 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 21 first impressions)
Paul works with his clients to help them understand their personal objectives and together build bespoke plans towards achieving their goals. Paul builds long-lasting relationships with his clients and their families to guide them through the many financial stages of life. Paul’s expertise includes planning for retirement, investment positioning and risk management, tax mitigation, estate planning and financial protection. Paul is also a specialist in using cashflow modelling to demonstrate long-term planning outcomes. Paul is a Chartered Financial Planner and holds the internationally recognised Certified Financial Planner licence. Paul was named in the Citywire New Model Adviser Top 35 Next Generation Advisers in 2017, 2018 and 2019. Paul was presented with the CISI award for the best Financial Plan Assessment in 2018. Qualifications: Chartered Financial Planner (Chartered Insurance Institute (Cii) – United Kingdom) Certified Financial Planner (Institute of Financial Planning – United Kingdom) European Financial Planner (European Financial Planning Association) Advanced Diploma in Financial Planning (Cii – United Kingdom)
£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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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.