Paul has more than twenty-five years’ experience within financial services and has been a Director at Plan-to-retire since creating the firm in 2001. He holds ultimate responsibility for all client transactions and advice as well as meeting and discussing plans with all our clients.
Whether a new client or existing, Paul makes time for them every working week and will discuss all aspects of the financial planning process in detail. From simple life insurance contracts, to complex pension transactions, Paul provides insight and detail throughout.
When not in the office, Paul enjoys the competitiveness of sport. To relax, he’s out on the golf course satisfying his competitive nature. When winter comes, you’ll find him skiing as often as possible. Paul has been married for 27 years and has four adult children.
Certified Financial Planner
Pension Transfer Specialist
On an ideal weekend, you can find me:
On the golf course before a Saturday night out and meal with the better half and friends.
My favourite song to play in the car is:
Father & Son – Cat Stevens
My favourite holiday destination is:
Reberty, above Les Menuires - not the most picturesque ski resort but for access throughout three valleys, it’s perfect and relatively good value.
The three people at my dream dinner party would be:
Captain Scott, Buzz Aldrin and Alex Honnold (Free Solo film).
If I could turn any activity into an Olympic sport, I would win a medal in:
Chasing Insurance / Investment companies to respond to my request for information.
The three small things that make my day better are:
Breakfast, bright blue skies and a busy diary.