Paul
Mortgage and Protection Advisor
Hello, I’m Paul a Mortgage and Protection Advisor.
I have a wealth of experience and knowledge in helping and advising clients in all aspects of finance. Knowledgeable on account of 30 year’s experience starting from High Street Retail Banking, progressing to a Financial Planning Consultant, then moving into High Net Worth Relationship Management to finally working in HR for the Nat West Group.
I have always provided a professional service to my clients and always look to build long lasting relationships.
My financial journey took me from London to North Wales to all over the North West of England, even spending time in RBS Head office in Edinburgh.
More recently in my career, I changed path in response to a crisis six years ago, where I worked as a Case Manager developing a care package and financial planning for independent living for a disabled young man. I continue to work in this way in a reduced role as I find it immensely rewarding.
I am available for face-to-face meetings in the North West of England but more than happy to meet you anywhere in the UK. I’m also happy to conduct meetings remotely or over the telephone at a convenient time that suits you.
I enjoy spending family time with my wife and three children who are now young adults. I like all sports but enjoy watching Football, Cricket and Darts, courtesy of my eldest son who has encouraged my involvement. I love live music, theatre, cinema and travel.
