Skip to main content
Search

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

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

Graphic of people in a meeting discussing the value of advice

Financial advice is about more than managing money

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.

More support than many people realise

More support than many people realise

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:

  • retirement planning
  • tax planning opportunities
  • pension consolidation
  • estate and legacy planning
  • financial planning through major life events
  • managing investments through changing market conditions.

Building confidence in your financial future

Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.

If we work together, I can help you:

  • gain clarity over your options
  • understand opportunities available to you
  • stay focused on long-term goals
  • build a clear financial plan
  • make informed decisions with confidence.

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

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.

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.

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

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.

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 01 August 2022.