Financial Planning Consultant DipPFS in Reigate
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.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Reigate
Surrey
United Kingdom
Paul is based in Reigate, Surrey and Central London, offering virtual meetings to clients further afield.
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.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
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.
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.
