Paul specialises in providing a high-quality personal service on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Paul also assists businesses in the complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
- Retirement Planning – Personal & Corporate
- Investment Planning
- Protection – Personal & Corporate
- Inheritance Tax Planning
Paul will visit clients at their choice of location for example their home or work at a time that suits the individual. Clients are also welcome to conduct their meeting at our office.
Clients will receive an ongoing service with regular reviews and ongoing advice ensuring that any changes in circumstances are discussed and changes made to their financial plan as and when needed.