Senior Partner Practice of St. James's Place Wealth Management
Paul has returned to the financial services industry following a number of years as a school teacher. He brings his passion for helping others to St. James' Place along with his appetite for learning which is driving him towards achieving Chartered status.
Prior to his career in education, Paul was a qualified independent financial adviser following time spent working in banking and insurance. He holds a degree in law from the University of Essex, as well as several qualifications from the education sector, including at management level.
Paul is delighted to be working alongside his brother, Adam, and committed to providing quality, personal, and beneficial advice to his clients. He is keen to combine his skillset and help parents educate their children in their financial understanding, and believes this is a vital service for today's society.
Two young children, a love of golf and fishing, and a dedication to running keep Paul busy in his personal time.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
New Forest Wealth Management is a trading name of New Forest Wealth Management Ltd. New Forest Wealth Management Ltd is registered in England and Wales, Number 8181768. Registered Office: Chancery House, 30 St Johns Road, Woking, Surrey, GU21 7SA.