Our financial planning team

Paul has worked in financial services since completing his degree at Queens University Belfast. He has since completed various qualifications and is a Chartered Fellow of the PFS; a Fellow of the CISI; and a Certified Financial Planner™. 

Paul began working at Rathbones in 2018 and is a Financial Planning Director & Team Leader of the Belfast Financial Planning team. Paul is also Chair of NI PFS Committee. In his spare time, he likes to spend time with his family, enjoys dining out with friends, and plays squash.

Paul is a Chartered Financial Planner with over 25 years’ experience.

He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.

In his spare time he is a director for Cranleigh Riding for the Disabled.

I provide financial planning advice to a wide range of private clients. I cover all areas of financial planning, but I am particularly interested in cashflow planning and advising those who have recently acquired wealth, for example from a business sale or inheritance. This frequently involves working closely with other professional advisers to offer the best outcome for my clients.