With more than 25 years of Financial Services experience, the expertise that Paul has gained stands by him in his role as a Pension and Investment Specialist at Richmond Wealth.
Paul is knowledgeable across the board in core advice areas, and specialises in Pensions (including occupational pension transfers) and Investments. He was one of the first advisers in Northern Ireland to achieve Fellowship of his professional body in 2001, and Chartered status in 2004.
Paul has a solid network of selected specialists to support your advice needs. He has experience working with clients including: private and corporate clients; SMEs and lawyers, and has been involved in training other local Financial Advisers.
Outside of work, Paul is an avid sports fan with interests in: cycling and football. Paul is heavily involved with youth cycling in Ulster and his youngest son is already a multiple Irish National Champion.
Key Skills:
- Investment and pre-retirement planning
- Near and post retirement planning
- Inheritance taxation
- Personal taxation self-assessment