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 have focused on developing expert knowledge within pension planning and giving advice on maximising pensions.I hold an advanced pension transfer qualification (G60) awarded by the CII and I have also been awarded the prestigious Personal Finance Society Pension Transfer Gold Standard. The Gold Standard is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles. Firms can adopt and promote this standard and principles, so consumers can better understand and find good advice, and be confident they are dealing with a firm that is going beyond minimum requirements when giving financial advice.
I also have expertise in dealing with vulnerable clients, those who have been widowed, going through a divorce or needing care. I hold the Society of Later Life Advisers Accreditation (SOLLA) which means that I am a specialist in this field.
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.
No obligation consultations are available at your nearest St. James's Place location in Scotland and London:
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
Mobile: 07487 797133
LinkedIn: Stay in touch with Paul
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.
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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.