Paul is a financial planner with more than 25 years’ experience in the industry, joining Active Chartered Financial Planners in 2016. Paul advises individuals and owner‑managed businesses on a wide range of financial planning needs, including retirement, investment and estate planning. His particular specialism is structured retirement planning for clients who have built up significant pension funds and require careful tax planning as they move towards and into retirement. Paul is based in Darlington and his clients are situated across the North East.
Key Services
As a independent financial adviser/financial planner Paul advises both individual clients and owner managed businesses on various financial planning areas, including retirement planning, investment and estate planning.
Paul’s particular specialism is in the provision of advice for retirement planning to clients who have built up retirement funds and require greater structure and tax planning moving forward towards and into retirement.
“I have found that working closely with my clients’ accountants over the years has led to greater positive client outcomes which is something I am very passionate about.
A lot of the advice given to clients is driven by tax, assisting them in mitigating income, capital gains and inheritance tax”
Career Profile
Paul has worked in financial services for over 25 years, beginning his career in 1996 with a local firm of independent financial advisers in Darlington. Paul qualified as an adviser himself in 1999 having worked his way through the various roles in the industry to gain valuable experience.
In 2004 Paul moved to Lloyds TSB where he developed his knowledge and experience working for a large financial institution providing advice to clients across the north east. Having worked for a large company, Paul moved to independent advice working closely with accountants to provide advice to mainly owner managed businesses.
Paul joined Active Chartered Financial Planners in 2015 and currently advises both individual clients and owner managed businesses on a holistic basis.
Hobbies and Interests
Away from work, Paul loves to spend time with his family and their three dogs.
Qualifications
-Pensions & Retirement Planning (RO4)
-Financial Services Products & Solutions (LP2)
-Diploma In Investment Planning (Dip IP)
-Financial Planning Certificates (1,2 & 3)
