Paul is a seasoned professional with more than 25 years’ experience in the financial services sector. A chartered banker by profession he has held a number of senior management positions and comes with a strong private banking / wealth management background. Having spent a considerable amount of his working life dealing in the foreign exchange, bond and equity markets he specialises in the structuring and management of investment portfolios and pension assets. A strong advocate of holistic financial advice and tailored investment advice Paul offers private clients, companies and trusts a complete solution to their financial planning requirements. He specialises in expat financial advice.
What is Paul up to these days?
As well as looking after the wealth management needs of high net worth clients Paul has been busy developing the Fiduciary Wealth brand into a complete cross border tax and wealth management advisory service for expatriate clients. In recent years he has been focusing his efforts on developing tax mitigation strategies as part of an overall wealth management service to expats.
And outside of the office?
Despite the lack of a scouse accent Paul is a die hard follower of Liverpool FC. He enjoys all sports, reading, gardening, travelling and spending quality time with his family.
Master of Arts in Enterprise Management - Durham University Business School (DUBS) - Distinction
BSc (Hons) Financial Services - University of Manchester Science & Technology (UMIST)
Associate of the Chartered Institute of Bankers
Post Graduate Diploma in Strategic Management - Durham University Business School (DUBS)
Diploma in Management - Institute of Management