Independent Financial Adviser
Paul is an Independent Financial Adviser with more than 10 years’ experience across a wide variety of roles within the financial services sector. He joined the Financial Services team in June 2017 having previously worked in an advisory role with another local accountancy firm.
Before moving to Cumbria, Paul worked for a regional building society where he specialised in the areas of compliance and customer relations before spending time on project roles in the evolving e-money and card payments sector.
Paul holds the Diploma for Financial Advisers and is focused on providing high quality, holistic financial planning to individual and business clients. He believes that every client is unique and as such, they deserve a financial plan which is bespoke to their needs and objectives.
Paul lives in Brampton with his partner Ciara. He is kept busy with his two young children but when the opportunity arises he likes to attend live music events and follows Newcastle United.