Joined Equilibrium in 2010
My specialism is in financial planning. I joined Equilibrium because I wanted to gain chartered financial planner status at a firm where I could work towards a future client-facing role. Now that I’ve achieved chartered status, I implement plans for clients so they have the best chance of achieving their goals in life.
My aim is to provide peace of mind by ensuring clients’ financial plans are reviewed regularly to make sure they remain on track. I also enjoy putting clients in an informed position, so they can make important decisions affecting their financial futures.
I enjoy spending time with my wife and our young son when I’m not working. If I’m not with them, I’ll usually be training at Brazilian Jiu Jitsu or down at the gym.
What clients say about Paul:
Paul was very friendly and interested in my needs and wants. He gave some good advice and answered all questions satisfactorily. I have met Rebecca a number of times and she is very helpful when I ring with queries. - Anne Smith
Paul at Equilibrium is friendly and professional, he explains things in simple terms. - Mrs B Rothwell