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Paul Green

Financial Planning Consultant DipPFS in Reigate

A little bit about Paul

Choosing a financial adviser is about more than numbers. It’s about trust. I work with professionals, business owners and families who want clarity, structure and a plan they genuinely understand. My approach is straightforward and long term, building tax efficient strategies that protect what you’ve built while creating opportunities for future growth. Above all, I aim to give you confidence, control and a trusted partner for your financial journey.

Find out more about me below.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

An adviser’s insight

Understanding the Autumn Budget

Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.

Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.

For help understanding how the Autumn Budget could impact you, get in touch with me today.

Download now

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. Investing can help your money grow over time, but the value of investments can go down as well as up.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

Approver Quilter Financial Services Limited. October 2026.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Testimonials

Client 1
I have been extremely pleased with the service and advice I have received from my financial adviser at Quilter. From the outset, he has been professional, approachable and extremely knowledgeable, taking the time to understand my financial goals and explain my investment options clearly. I have always felt that by best interests were at the forefront of his advice, and he has made what can often feel like a complicated area much easier to understand. He has been readily available whenever I have had questions and always provide clear, honest and helpful guidance.
Client 2
Paul provided clear, practical, and useful advice on my savings situation. He was able to quickly understand my circumstances and identify a range of options that suited both my current needs and longer-term plans. He listened carefully to my circumstances and gave clear, practical advice about my savings. I found Paul knowledgeable, approachable and easy to talk to, and I would happily recommend him.
Client 3
Paul listened to me with respect and empathy. His advice was specific, measured and (upon my further investigation) I have found it to be both appropriate and accurate. He freely admitted when he lacked knowledge on specificities (which was infrequent) and sought ways to help me find answers to my questions elsewhere, where necessary. Overall, I enjoyed the consultation and came away feeling substantially more financially literate and empowered in relation to some very significant decisions and transitions in my circumstances.
Client 4
I had an introductory chat with Paul and he clearly explained all the options available to me via Quilter. What I appreciated was his honesty and genuine interest in my unique set of circumstances. Paul took follow up action on a question I had which really impressed me given it was a free consultation. Would have no issue recommending Paul as a pleasant and competent adviser.
Client 5
Provided financial sound financial advice, based upon my personal circumstances. Listened to what financial advice I was looking for. I left the conversation with a better understanding and some helpful financial tips for the future.

Location

Paul's location

Reigate
Surrey
United Kingdom

Paul is based in Reigate, Surrey and Central London, offering virtual meetings to clients further afield.

More about me

I believe long term financial security doesn’t happen by accident. It comes from clear planning, consistent action and making your money work for you. My purpose it to help you build a confident future while ensuring your hard-earned wealth is passed on to the people who matter most, in the most tax efficient way possible.

Before becoming a Financial Adviser, I served for over 7 years in the Royal Marines deploying on operations globally. That experience instilled discipline, resilience and accountability. Qualities that now shape the way I advise. I plan thoroughly, think strategically and maintain a clear, forward focused mindset.

Outside of work, I’m passionate about staying active, whether it’s daily runs, swimming or going to the gym. I also enjoy spontaneous weekend trips exploring new cities and different cultures. I’m based in the Surrey and London area, but I’m more than happy to connect with clients anywhere in the UK, virtually or in person.

My process is straightforward. I take the time to truly understand you and what matters most. Together we’ll map out clear steps and create strategies designed to keep you on track, both now and in the years ahead.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 25 March 2026.