Paul has been providing financial advice to clients for 30 years now having spent 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.
He believes the reason clients engage with him as their trusted adviser is because he delivers advice, support and guidance in a straightforward, easy to understand manner.
Paul has lived in Penrith for the past 20 years with his wife Andrea who is a school teacher and they have three children; Lauren, Charlotte and Dan.
Paul is a keen gardener and angler and can often be found either in the garden or on a riverbank at weekends.