Our financial planning team

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs.  My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals. And thereafter, providing ongoing financial advice ensuring that they can respond to changing circumstances as they occur. 
 

I provide new and existing clients with financial planning advice which is both holistic and bespoke. I specialise in general wealth management which includes inheritance tax planning, pre and post retirement planning, income tax and capital gains tax planning. Typically, I am a firm believer in only engaging with clients where it is possible to add value through judicious financial planning. However, I am always happy to have an initial consultation with prospective new clients, at no cost to them, to ascertain whether we would be in a position to add value to their financial planning strategies and needs.

Paul has 20 years of experience in the financial services industry and has achieved Chartered status. Paul is passionate about helping clients meet their financial planning goals as tax efficiently as possible and specialises in retirement and estate planning. Outside of his professional life, Paul enjoys spending time with his family, taking long walks with his Cocker Spaniel, Mona, running, swimming and trips away whenever possible.