Covering Christchurch and the surrounding area in Dorset, our independent advisers provide advice on mortgages, life assurance, pensions and investments to its residents.
Home of the Christchurch Priory, which is the longest parish church in the UK, Christchurch in Dorset is situated with Bournemouth to the West and the New Forest to the East.
Our advisers provide a home based service to fit in with clients lives to meet them at home or work and provide then with the advice they need.
Your Local Adviser
Paul is an independent adviser working in and around the Christchurch/Dorset area. He provides advice on all areas of finance including:
Paul has worked in financial services since 2003 and has helped hundreds of clients to reach their financial goals. He has been in VouchedFor’s top 250 financial advisers in the UK for 2019 and 2020 which is distributed in The Times every year.
‘I’m driven to improve my clients overall financial wellbeing, providing straightforward advice and guidance to achieve their future goals and aspirations. As an independent financial advisor, I have access to the whole of market and am not tied to any specific provider. This offers a compelling proposition for my clients and enables me to tailor my recommendations precisely to their individual needs.’
Paul lives in Southbourne and a lot of his free time is spent on or around the beach with his wife, Claire and his daughters Abbie and Mae. His interests are predominantly outdoor based and include paddle-boarding, surfing, cycling and walking.
For independent financial advice in Christchurch contact Paul.GET IN TOUCH TODAY
What our clients say
Following discussions with Paul, I was able to understand the saving options that were available to me, as well as clarifying my own attitude to risk. In turn, this enabled me to confidently assess the best way forward based upon Paul’s advice.
Mr Stokes, Christchurch
Paul was able to find me a very competitive mortgage and complete the application process. At the time of this meeting Paul talked me through all of the implications of protecting my family in the event of ill health etc and put together a proposal of solutions to ensure that we were financially protected. When I needed to review my pension provision I had no hesitation in speaking to Paul and he offered valuable advice.
Mrs Robbinson, Christchurch
The pension plan has exceeded my expectations. My savings and investments are now much easier to understand and are performing well. In the past I was always nervous about “financial” matters but now feel totally confident in Paul’s ability to advise me.
Mrs Thomas, Christchurch
The pensions advice was sound and the resulting single pension has exceeded my expectations. Similarly the investment advice has resulted in returns that are significantly better than we were previously achieving.
Mr Thomas, Christchurch
He helped me decide how much to invest and how much to keep for daily living. He has always been clear and patient in explaining why he suggested certain routes to take and recently has reviewed my financial planning and we agreed on some Offshore Investments, a Discretionary Portfolio and Tax Planning.