Paul began working in the financial services industry in 1990 and learnt his trade working for pension and investment companies before becoming an independent advisor. In this new environment, Paul gravitated towards his chosen field of investment and was quickly promoted to a role creating investment policy for other advisers. He left in 2006, to start Aspect with his long term friends Andy and Derrick.
Nowadays, Paul retains the knowledge required to give general advice and deal with specialist pension issues. However, most of his time is spent reviewing investments and strategies for clients. In the last few years, he has overseen a considerable investment in technology by Aspect which is designed to improve the quality of investment recommendation and monitoring for the benefits of our clients. This period has also seen the introduction of best ideas model portfolios and the Aspect Wealth Management Service for clients with £100,000 or more to invest.
Paul has a diploma from the Personal Finance Society, a degree in English Literature (which means his reports are understandable) and lives in Balsall Common in Warwickshire.
Contact Paul – firstname.lastname@example.org