0330 038 8938
Based in Swansea
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: September, 2025
4.9 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 statusLast checked: 11 July 2026
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
81
Recent Client Reviews
Paul has received 81 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Paul has received 81 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: 23 March 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.
1
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowPaul 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
About
I have been giving financial advice since 2016 and specialise in retirement planning, protection such as life insurance and critical illness cover as well as estate planning and trusts. I am based on South Wales and I am passionate about ensuring my clients are well looked after and in a position to properly understand their financial objectives. I also have personal experience of the transformative effect that holding proper personal protection can have on clients who do fall ill. I am based in Swansea but look after clients throughout south and west Wales. I live with my wife and four surviving children. I love collecting records, cassette tapes and also reading.