CHIEF EXECUTIVE OFFICER
Paul's career in wealth management began twenty years ago initially with Prudential looking after all areas of his clients’ needs and advising on trusts in the south east. He was then invited to join St. James's Place in 1998 becoming one of the organisation's youngest Partners.
As an adviser, Paul's success is down to his strong belief in forging a close working relationship with his clients who generally see him as the hub of their financial affairs. While thoroughly qualified in all levels of financial planning, Paul has always chosen to specialise in advising clients in the areas of investment strategy, inheritance and capital gains tax planning and general family wealth and estate planning and management.
As the CEO of SeventySeven, Paul’s drive and ambition helps to ensures that we hit our objectives. Paul is a passionate sportsman and encourages a healthy mindset and wellbeing throughout the group. His caring nature ensures that the detail and needs of the clients and what the business offers always combines.