Paul is a Chartered and Certified Financial Planner, who has worked for Paradigm Norton for the past 20 years.
He advises around 100 of the firm’s clients on various investment, pension, and estate planning matters. This service involves establishing each client’s goals, designing an investment strategy to help them meet these goals and monitoring the strategy on an annual basis. Alongside this core service, Paul helps clients review their estate planning position, approach to charitable giving and financial protection needs.
This holistic approach to combining life and finances hopefully leads to significant financial peace of mind for all clients.
Outside of work
Away from work, Paul likes to keep active enjoying cycling, swimming, and skiing. To relax, Paul enjoys getting outdoors, especially to the beaches of Cornwall and West Wales. He also attends a large church in Bristol, with faith being an important part of his and his family’s life.