Get to know Paul
Paul has been an independent financial planner with Argentis since 2018. He provides specialist advice tailored to his clients’ needs across a broad range of financial planning areas, including retirement planning, savings and investments, Inheritance Tax planning, and wealth protection for both individuals and businesses. Before joining Argentis, Paul spent over 20 years in financial services working for some of the UK’s largest household names in the insurance and investment sectors. He is qualified to Diploma Level QCF4 and is currently working towards Chartered status.
Paul helps clients plan towards their financial objectives, aiming to reduce the stress and worry of managing finances alone. By implementing and regularly reviewing financial plans, he monitors progress to help keep clients on track, giving them greater confidence to enjoy their leisure time and focus on other aspects of life. Building and maintaining long-term relationships is central to Paul’s approach, and he aims to be a trusted source of financial advice as his clients’ priorities evolve over time.
Outside of work, Paul enjoys spending time with his wife and three teenage children.
The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.
In the spotlight
Hawksmoor
Member of Personal Finance Society
Qualifications