About us

Paul has completed more than 20 years in the Financial Planning Profession, through this time he has accumulated a tremendous amount of experience and technical knowledge. He is Chartered Member of the Chartered Institute of Securities and Investments and holder of the Certified Financial Planner licence.


We Provide advice on all financial planning matters including Mortgage Finance, Equity Release, Investment Advice, Pensions, Auto Enrollment, Protection Issues – (Life & Health), and Group Schemes – (Life & Health).

Paul is also authorised to provide Pension Transfer advice and following the recent changes to UK Pensions legislation this qualification satisfies “Occupational Pension sign off “ requirements. Whatever your pension scenario is we can help without going to a third party.

Helping clients at different stages of their lives become more financially organised is what we do,
and listening what each and every client is trying to achieve is always the best place to start…

So please feel free to contact