With over 25 years in the financial services industry, I have achieved the highest financial planning qualifications. I hold the industry leading Chartered Financial Planner (CFP designation). I am also honoured to hold the FPFS (Fellow of The Personal Finance Society), the most prestigious title in UK Financial Planning and the highest designation awarded by the PFS.
I specialise in helping business owners grow their wealth and optimise exiting their businesses tax-efficiently.
For those clients preparing to exit their business to retire; I recommend early engagement with me and my business advisory associates (as required) to avoid important financial planning opportunities being irrevocably lost, post-sale, due to not having access to specialist advice at the right time. As a Partner Practice of St. James's Place I have access to an elite UK-wide team of 'Private Client' Chartered Financial Planners and business advisers that are very well placed to assist business owners to get themselves prepared and ensure that their businesses are exit-ready.
Other specialist areas include pension, investment and inheritance tax planning.
I have been awarded the Personal Finance Society Gold Standard accreditation for pension transfer advice. I am authorised to advise on all types of personal plans and occupational pension schemes. The Gold Standard is a voluntary code of good practice for safeguarded advice, based around a set of principles.
As the Principal of Sterling Wealth Management, I promote the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families. I can provide you with bespoke wealth management solutions and advice that can meet your needs both now and in the future.
Initial no-obligation consultations are available by telephoning 0800 0487290 or by clicking the Contact tab above.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Mobile: 07487 797133
LinkedIn: Stay in touch with Paul
• Fellow of the Personal Finance Society
• FPFS Chartered Financial Planner
• Advanced Diploma in Financial Planning
• St. James's Place Advanced Diploma Later Life Planning
• G60 Advanced Diploma Pension Planning
• AF5 Advanced Diploma Financial Planning Process
• AF6 Advanced Diploma Senior Management & Supervision
• Diploma in Financial Planning
• RO1 Regulation and Ethics
• CF6 Certificate in Mortgage Advice
• CF8 Long Term Care
• ER1Certificate in Equity Release
• FA6 Investment Client Servicing
• LP2 Financial services products and solutions.
• R05 Financial Protection
• Certificate in Financial Planning
I was referred to Paul via a friend who had recently transferred his pension to a private fund. Paul and the team at St. James's Place made the process understandable and simple. Many thanks.
Click on the accreditations for more information
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.