DipPFS
CertMA
Paul has been in financial services for most of his working life, starting in 2001 as an administrator with AXA. His other roles included, sales co-ordinator, assistant to MD and paraplanner. Paul has been a financial adviser since 2010.
Paul’s area of expertise lies with pensions and retirement planning however he provides holistic financial advice, which is tailored to each individual client and their personal circumstances to help them achieve their financial goals and aspirations. Paul’s aim is to ensure all of his clients can enjoy the retirement lifestyle they want, without the fear of running out of money.
Paul currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited.
"Away from work, I am happily married to Lina and have 3 young children so my main duties largely revolve around taxiing to and from birthday parties and play dates.
I enjoy watching football, (cannot play any more due to age and injuries), and cycling, I take part in various “sportives” during the year, most recently the Dartmoor Classic and the Somerset Gravel Epic."