“I love meeting with clients, hearing about their passions in life and creating financial planning solutions that meet their goals.”
Paul is a Chartered and Certified Financial Planner, who has worked for Paradigm Norton for the past 15 years.
He advises around 100 of the firm’s clients on various investment, pension and estate planning matters. This service involves establishing each client’s goals, designing an investment strategy to help them meet these goals and monitoring the strategy on an annual basis.
Alongside this core service Paul helps clients to review their estate planning position, approach to charitable giving and financial protection needs. This holistic approach to combine life and finances hopefully leads to significant financial peace of mind for all clients.
Outside of work
Paul likes to keep active and enjoys cycling, swimming and skiing. To relax, Paul enjoys playing the guitar and watching out of this world Sci-Fi films like The Matrix. He also attends a large church in Bristol, with faith being an important part of his and his family’s life.