Senior Partner Practice of St. James's Place Wealth Management
Paul has a wealth of financial knowledge through previous roles with Lloyds Bank, Prudential, Abbey National and Santander. In 2013 he saw the chance to develop his career further and joined Bright Wealth Management. Paul has continued to develop his client relationships and enjoys being able to provide quality advice for his clients, helping them achieve their long-term financial goals.
Paul is able to advise on a wide variety of financial matters including investment planning, retirement planning, personal protection and inheritance tax planning.
Paul is a sports fan and enjoys cricket and football. He is a die hard Evertonian.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.