“I am deeply committed to building strong relationships with my clients and helping them navigate the ever-changing financial landscape.”
- Locations
- Edinburgh
- Phone number
- 0131 300 2974
Paul works as a Financial Planner at RBC Brewin Dolphin in our Edinburgh office, helping individuals and families plan for their financial futures. Paul’s areas of expertise include retirement planning, estate planning, personal protection, and the use of trusts to preserve and pass on wealth. Paul’s goal is to provide tailored financial strategies that meet the unique needs of his clients and their families.
Paul has been in the financial services industry since joining HSBC in 2007 and qualified as a financial planner in 2013. During his time with HSBC, Paul worked closely with high-net-worth clients and their families, developing long-term financial plans to secure wealth for future generations. Paul joined RBC Brewin Dolphin in 2023 to continue his focus on delivering bespoke financial advice.
As a Chartered Financial Planner, Paul is committed to building enduring relationships with his clients, helping them manage and grow their wealth for the long term. Paul’s professional goal is to provide clarity and confidence in financial planning, offering advice that aligns with each family’s aspirations.