“What makes this job a pleasure to do is the variety of individuals and situations I deal with. No two days or clients are the same.”
- Locations
- Leeds
Paul joined RBC Brewin Dolphin in 2011. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He manages the Financial Planning needs of private high net worth individuals. This includes pension and retirement planning, estate and inheritance tax planning, income protection and insurance and tax efficient structuring.
One of his main specialities in the Financial Planning team is funding long-term care and handling Court of Protection cases where he manages the financial affairs of vulnerable people. For this he works closely with Professional or Court appointed Deputies and client families. He is also a strong advocate of cashflow modelling technology.
Paul began his financial services career in 1993 with Lloyds TSB becoming a Commercial Financial Planning Specialist. He moved to Barclays Wealth in 2008 where as a Private Banker he built a niche offering financial advice to ultra-high net worth clients. At RBC Brewin Dolphin he sits on the Senior Management Committee helping improve diversity in the team.