Paul Herbert

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

I use my extensive knowledge of tax planning, investments and insurance solutions to build bespoke solutions that are right for my clients. I ensure my clients fully understand my advice and I continue to work with them to ensure they can achieve their goals, helping them to adjust their portfolios as their situation evolves.

Prior to becoming a financial planner, I provided investment advice to large pension schemes, where I built a detailed knowledge of both investing and retirement planning, developing close, long-term relationships with my clients. I enjoy helping people. This has led me to be a foster parent and to take on other voluntary pursuits, including becoming the Chair of a local competitive swim squad.