Paul Stocks

Having worked in financial services for almost 30 years I’ve learnt not only of all the risks, traps and pitfalls that exist, but also how clients benefit from my thoughtful views, peace of mind and high levels of care and attention. Having spent a number of years dealing working in a customer service role dealing with mortgage issues and, soon after, having a role solely involved with corporate pensions, I became an independent financial adviser in 2004 and remain one to this day. Since that day, I’ve helped clients plan for their future. Whilst looking after clients keeps me busy, I still find time to spend with my family and friends. I previously found time to be a school governor and I continue to be a local grassroots football coach having done so for the last 9 years or so. I enjoy my work as there is genuine satisfaction in helping clients achieve their objectives – whatever that may be – some of whom I’ve looked after for 12+ years. I also enjoy personal finance as a topic of discussion - something that comes in hand having advised on investments and pensions since 1998. Whilst the areas I advise and plan over are broad – they are typically focussed around building up savings and investments for the future, helping clients enjoy the (often early!) retirement they had hoped for, planning ahead so they are comfortable with their financial future and, for some, helping to plan so that their monies pass to the next generation tax efficiently. I feel that the key aspect to my work is the belief of the importance of not only providing professional advice but also providing support and peace of mind and also ensuring my clients understand I’m there when they need me.