Paul has been providing financial advice to clients for 30 years now, including 12 years managing his own successful financial practice in Penrith and is well known in the local community.
His key strengths are working with families and their businesses, protecting and managing their wealth up to and throughout retirement. He then, where appropriate, helps support and advise clients to pass on their wealth to the next generation tax efficiently.
With independent client reviews through VouchedFor, Paul is featured in the ‘Guide To The UK’s Top Rated Financial Advisers’ as featured in The Times newspaper.
READ MY CLIENT REVIEWS