Why Choose Paul?
As part of the Sterling McCall Wealth Management LLP (SMWM) partnership, Paul continues to offer a personalized wealth management and financial planning service.
He continues to focus on delivering an outstanding service to a small number of private clients and their families.
SMWM are completely independent, have no ties to fund managers, banks or insurance companies and are answerable only to their clients and to the regulator, the Financial Services Authority and no one else.
Having consulted consumers, the FSA has raised the bar in terms of qualifications, skills and professionalism. As a result the number of qualified financial planners in the UK is rapidly declining. Paul already holds the necessary qualifications required by 2013.
The focus of the business is on clients rather than products which is demonstrated by the excellent relationship Paul has with the many loyal clients who continue to seek advice.
His mission is to help our clients make more of their financial planning to achieve their personal goals by providing the best advice, the best information and the best solutions. He aims to exceed your expectations so that he becomes not only your first port of call for advice but that you will also refer friends and family to him.