About Paul
Paul has more than 30 years’ experience working within the financial services industry. He has held management positions with leading life and pension offices, successfully working alongside independent financial advisers (IFAs) for many years.
Paul then moved into the asset management sector with Schroders, working on a consultative basis with IFAs, life companies, and discretionary fund managers in the north of England.
During this time, he became a highly respected and sought-after presenter at local and national seminars, working with national networks and industry bodies.
After a period working with boutique discretionary fund managers Bordier AM and Miton Asset Management, Paul joined the board of directors at Astute Private Wealth.
Paul lives in Heswall on the Wirral with his wife, Emma, their two sons, Jack and Joe, and their dog, Bailey, who joins them wherever they go. They spend most weekends at a holiday chalet in Abersoch.
Outside of work, Paul enjoys boating, fishing, and golfing, and is an avid supporter of Everton FC.
Paul is supported by
Diane Lea
Client Support
Qualifications
