Stoke-on-Trent
Paul joined Perspective in November 2025.
With 26 years of experience in financial services, Paul has spent the majority of his career working closely with accountants and their clients, providing holistic financial planning. As the former Managing Director of Wealth Experts for 17 years, he brings a wealth of leadership and advisory expertise to the team.
A Chartered Financial Planner since 2008 and one of the youngest in the country to achieve this at the time, Paul is also a Fellow of the Personal Finance Society. Supporting team development and watching colleagues grow in their careers is one of the most rewarding aspects of his work.
Outside of work, Paul is passionate about the outdoors and enjoys football, running, walking, skiing, and following a wide range of sports.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
