0330 038 8941
Based in Worcester
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2025
4.8 out of 5
Checks 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: 05 February 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: 19 August 2025
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.
2
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
I enjoy working with my clients to help them achieve their financial goals & objectives by taking the jargon out of financial advice and financial products. I am dedicated to creating the right plans for my clients, enabling them to enjoy their desired lifestyle now without the fear of running out of money. I am a Chartered Financial Planner with just under 20 years of experience in financial services, specialising in providing high-quality independent financial advice to individuals and business owners. I assist clients with their finances by listening to their needs, addressing challenges and creating a Financial Plan that works to help achieve their specific life goals. You can find me working from my home office in or out of New Path Office in the centre of Worcester, however, most of my time is spent travelling to meet clients at their homes or businesses. If you think a no obligation chat could be beneficial please don’t hesitate to contact me.