With clients all over the Cambridgeshire and surrounding counties Paul offers a professional, personal service that is uniquely tailored to each client’s individual needs. Previously an adviser with NatWest Bank for over 22 years and now as IFA advising on the full spectrum of financial products he recognises that almost all long-term financial considerations are mutually linked or more often critically dependent. Offering an holistic approach covering all areas of financial planning, Paul also provides ongoing support to ensure clients sufficient planning in place for any eventuality, helping them to visualise their future and discover the options open to them. With today’s busy lifestyles his clients value having a trusting relationship with one professional Adviser who takes care of all their financial planning needs incorporating Investments, Retirement planning, and financial protection.
Over the years Paul has built a diverse bank of clients of all ages ranging from individuals to partnerships and limited companies. Clients are often recommended from existing clients or professional connections. It is not only his experience that you can count on, as and when necessary, Paul would be happy to introduce the services of these other professionals including Solicitors, Accountants and Estate Agents. Being able to call on an extended team of professionals, combined with the reassurance of truly impartial financial advice means clients are assured of a complete financial service that is trusted and unique.
Paul prides himself on forming a close relationship with his clients, for whom he plans, advises, manages and liaises seamlessly across the boundaries of other disciplines and service arenas. He attributes this success to combining expert independent advice and service with traditional values. At all times Paul will explain recommendations clearly and concisely so that clients can understand the benefits of any solutions reached. The concentration placed on the detailed understanding of a clients’ needs is paramount and complimented by thorough research and understanding of the financial markets.
As an IFA, Paul has a responsibility to ensure that the advice provided is up-to-the minute, pertinent and forward-looking. Paul will you understand your current financial position, and to form and implement a short, medium and long-term strategy to protect and develop your assets. His own business philosophy is of absolute integrity, dedication to client’s interests, and an ongoing commitment to provide professional excellence in every aspect of the advisory role.
Diploma for Financial Advisers (DipFA)
Financial Advice/Adviser in:
Cambridge and surrounding Counties