0330 038 8939
Based in Market-Harborough
View locationChecks 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 Authority
Last checked: 08 January 2026
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Paul has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 11 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: 03 January 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.
5
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
I am an Independent Financial Adviser based in Market Harborough, and one of the founders of RMI. As a Chartered Associate of the London Institute of Banking & Finance (LIBF) as well as being a Chartered Member of the Chartered Institute for Securities and Investments (CISI) I am passionate about providing truly independent, specialist financial advice. I pride myself on providing a professional and personal service which promotes peace of mind. My goal is simple: to grow, manage and protect my clients’ assets. Over the years, I have developed specific expertise in helping people who fall under one or more of the following categories: • People planning for retirement: I will provide guidance every step of the way in implementing a retirement strategy that allows you to achieve the lifestyle you want, within your budget. • People with wealth: Whether you are a high earner or have received an inheritance or concerned about IHT, I will show you how to sustainably use protect, invest, and enjoy your wealth. • Business owners: I specialise in providing the owners of small to medium sized enterprises with comprehensive tax efficient solutions including employee benefits, taking into account both business and personal goals. • Protection: whether its life assurance to cover a mortgage/loan or potential IHT,or even income protection we will have a number of solutions for you. • Professionals: We work closely with all complimentary professionals such as accountants and solicitors to offer a truly integrated service. • We are Independent: We can recommend solutions from the whole market. You can always be certain that we have your best interests at heart, and its our commitment to provide a truely bespoke service which sets us apart: • We work with people across the whole of the UK: From our base in Market Harborough Leicesterhire, with registered offices in London we are perfectly placed to advise local people as well as those who live or work further afield. If you’d like to learn more about how I can help you to secure your financial future, without any obligation please get in touch.