“I get a lot of satisfaction from the number-crunching side of the job, but mainly I enjoy working with intelligent and interesting people, both colleagues and clients alike, which pushes me to improve on a daily basis.“
Paul’s career started at HMRC, followed by a job as a technician in the Employee Benefits section of Swiss Life UK before moving on to a firm of mortgage advisers. He then spent around four years as a paraplanner at a firm of chartered financial planners in Liverpool city centre before making the short journey north to join FPC in 2010.
As a Senior Adviser, Paul helps FPC’s clients to establish and maintain financial independence, giving them the confidence to know that they have a plan in place to achieve their goals, and ensuring their estate is structured appropriately to protect their legacy for future generations.
Paul won the prestigious Certified Financial Planner Professional of the Year award at the CISI Annual Awards in 2020. He is also a member of the FPC’s Senior Leadership Team, supporting the firm’s partners with the management of day-to-day operations and the implementation of its strategic vision.
His professional qualifications include:
- Chartered Financial Planner
- Certified Financial Planner professional
- Affiliate of STEP
- Chartered Wealth Manager
Out of the office, Paul is a keen sports fan but also enjoys cooking, reading and spending time with family and friends.