Meet The Team

Paul Evans

Client Relations Manager

In the office

As our Client Relations Manager, Paul can usually be found looking after Sean’s diary, liaising with clients and preparing documents for meetings.

Paul is hugely experienced having spent 24 years in the banking industry, working for HSBC. He then changed course, working as a Paraplanner and Financial Planning Manager.

We actively encourage every member of our team to constantly improve their knowledge and expertise. To date, Paul has achieved the following qualifications:

  • Diploma in Financial Planning (DipPFS)
  • Certificate in Mortgage Advice and Practice (CeMAP)

Away from the office

Paul is an avid football fan, supporting both Brentford FC and Northwood FC.

Get to know Paul

Are you a morning person or night owl?

Where is your ideal holiday destination?
“Interesting cities”

What is the most rewarding part of your job?
“Researching and finding solutions”

Contact Paul


Phone: 0203 887 6630

Address: Cardinal Point, Park Road, Rickmansworth, Herts, WD3 1RE

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