Expertise

Paul is a seasoned professional with more than 20 years experience in the financial services sector. A chartered banker by profession he has held a number of senior management positions and comes with a strong private banking / wealth management background. Having spent a considerable amount of his working life dealing in the foreign exchange, bond and equity markets he specialises in the structuring and management of investment portfolios and pension assets. A strong advocate of holistic financial advice and tailored investment advice Paul offers private clients, companies and trusts a complete solution to their financial planning requirements.

What is Paul up to these days?

As well as looking after the wealth management needs of high net worth clients Paul has been busy developing the Fiduciary Wealth brand into a complete cross border service for clients in our key markets, Gibraltar, Spain, Portugal and UK. In recent years he has been focusing his efforts on developing tax efficent international retirement planning strategies for UK nationals.

And outside of the office?

Despite the lack of a scouse accent Paul is a die hard follower of Liverpool FC. He enjoys all sports, gardening, travelling and spending time with his family. Having recently acquired an Ipad has more latterly been trying to embrace all things technological something which does not come naturally to him.