Financial Adviser DipPFS in Olveston
I am passionate about helping people make sense of their finances and make informed decisions to achieve their goals.
Having worked in financial services since 2006, across large corporates, small start-ups and financial advice, I understand how quickly finances can become complicated as careers progress, families grow and priorities change. My aim is to help professionals, business owners and families cut through the noise, put sensible plans in place and make the most of today while looking after their future selves.
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
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Home contents insurance, buildings insurance.
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.
Olveston
South Gloucestershire
BS35
United Kingdom
Paul is located in Olveston and offers expert financial advice to suit your needs.
Before moving into financial planning, I spent many years working in software services, predominantly within the financial services industry. This experience gave me first-hand insight into the challenges many professionals face, including balancing busy careers with family life, accumulating multiple pension arrangements and finding time to focus on long-term financial goals.
Throughout my career, I have worked with organisations of different sizes and at various stages of growth. This has helped me understand the opportunities and financial decisions that often arise as careers and circumstances evolve. I have long believed that many people are not as prepared for their financial future as they could be. My goal is to help people understand where they are today, where they want to get to and what they can do to bridge the gap, while identifying potential pitfalls along the way. I believe financial planning should be clear, practical and relevant to real life, helping people build long-term financial security and feel more confident about their financial future.
I've seen for myself what happens when financial planning gets pushed down the list while everything else in life takes priority. The problem is that the consequences of putting it off are rarely obvious at the time. Sometimes we all need a little help to take that step, and that's where I add value.
Outside of work, I have a young family, which has given me a completely different perspective on my own priorities and finances, particularly how these need to work alongside a career and the demands of everyday life. My family keeps me busy, quite literally, as I spend plenty of time ferrying my daughter to her various activities! We enjoy getting out into the countryside, particularly walking and cycling, and we're keen followers of a number of sports, including rugby, cricket and cycling. We also share a love of film, music and reading, although, as with most families, our tastes don’t always align!
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 05 October 2026.
