Paul has worked in the industry for 25 years since graduating with a degree in Financial Services in 1996. He has developed his approach having offered financial advice in the workplace to a wide range of employees of company pension schemes across the UK. Diploma qualified, he is also a PFS accredited later life adviser.
Paul specialises in creating plans that enable his clients to achieve their short, and long-term objectives. His financial planning expertise includes:
- Retirement Planning
- Cash flow modelling
- Legacy planning
- Working with vulnerable clients
He says that
“I believe that building an open relationship enables a great exchange of information between myself and my clients. For me, this ethos is at the core of creating a correctly focused financial plan which ultimately enables my clients to do the things that they want, when they want.”
Paul Humphrey
Paul thrives on the feedback that long term client relationships provide and prides himself on his ability to explain often complex financial matters in plain English.