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Paul J Read

Financial Adviser DipFA, CeMAP®, PETR in Ringwood

A little bit about Paul

I'm a seasoned financial adviser with nearly 20 years of experience, proudly serving clients through Quilter Financial Advicers. My passion lies in helping individuals and families achieve their financial goals with personalised, full-service financial planning. From retirement strategies to investment guidance, I provide clear, practical advice tailored to each client’s unique needs. Trust, integrity, and long-term relationships are the cornerstones of my approach. I'm here to help you navigate life’s financial decisions with confidence and peace of mind.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Business Services & Protection

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

Holistic planning

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

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.

Income Protection

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

Mortgage

First time buyers, remortgages, buy-to-let.

Qualifications

Level 6 Award in Regulated Pension Transfer Advice

  • The CII Level 6 Award in Regulated Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Certificate in Mortgage Advice and Practice - Level 3

  • CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.

Location

Paul's location

Ringwood
Hampshire
United Kingdom

Paul is located in Ringwood and offers expert financial advice to suit your needs.

I also offer services in the following areas:

I also offer services in the following areas:

  • Southampton
  • Bournemouth

More about me

I'm Paul J Read, a fully qualified financial adviser with Quilter Financial Advisers, bringing nearly 20 years of experience in the financial services industry. Throughout my career, I’ve helped individuals, families, and business owners navigate the complex world of personal finance with confidence and clarity. My approach is rooted in building long-term relationships based on trust, transparency, and tailored advice.

At Quilter, I offer comprehensive financial planning services, including retirement planning, investment advice, tax-efficient strategies, protection solutions, and estate planning. Every client’s situation is unique, and I take the time to understand your goals, concerns, and aspirations so that I can deliver a bespoke plan designed to help you make informed decisions and achieve financial security. Whether you're just starting your financial journey or looking to refine your existing plans, I’m committed to providing support at every stage. My goal is to give you peace of mind knowing your financial future is in safe hands.

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 01 August 2022.