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)