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Paul Moody , Financial Planning Consultant

Paul Moody DipPFS

Financial Planning Consultant

About Paul

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

Reviews and Ratings for Financial adviser Paul Moody, Carlisle

From our blog

Can I help my children through the cost-of-living crisis and save on Inheritance Tax too?

  • 9th November 2023
Future words on road

How much is enough in retirement

  • 19th January 2021

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