Paul Smith


01628 300230

Works closely with

Paul Smith

APFS, Certs CII (MP & ER)

Chartered Financial Planner

Paul is a Chartered Financial Planner and has worked in Financial Services for over 30 years and has a vast amount of experience advising clients on their financial planning needs and financial lifestyle choices.  


Paul holds numerous advanced financial planning qualifications and is licensed to advise on all aspects of financial planning from Savings & Investments to Pensions & Retirement Planning to Equity Release and Long Term Care planning.


Paul’s main passion when advising clients is to help them clearly identify their lifetime financial planning goals and objectives and set them on the road to ultimately achieve financial independence.

Client testimonials