0330 038 8939
Based in Preston
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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: 19 February 2026
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
1
Recent Client Reviews
Paul has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 1 client review 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: 05 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.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
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
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Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 3 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 3 first impressions)
I'm Paul. I'm a Chartered Financial Planner and Fellow of the Personal Finance Society. I have worked in financial services since graduating in 1997 and, while I have a broad depth of knowledge, I specialise in investments, pensions and retirement planning. I aim to simplify and bring common sense to all your financial matters. Whether it's providing the clarity that you are on track to enjoy the retirement you have worked so hard to achieve, or providing the peace of mind that your family and loved ones will have financial security no matter what life throws at you, I can help. Beyond work, I'm a family man and love to spend time with my wife and 3 young boys.