Paul Wheatley

Associate Director

Direct Dial: 01603 786840
Contact Me
  • DipFA
  • FHD
  • CeMAP
  • CeRER
  • MFS

Paul is a member of the Chartered Insurance Institute, the Personal Finance Society and the Institute of Financial Services and holds specialist qualifications in the formation, implementation and use of trusts in tax planning strategies.

With over 35 years’ experience working with accountants, solicitors and other professionals, he is often called upon to provide high level consultancy services in the tactical and strategic planning areas of investments, tax planning, trust formation and wealth protection.

Paul specialises in the ‘cause and effect’ that influences planning strategies. He converts highly technical content into understandable and concise information to assist clients with their crucial financial planning decisions.

He places long term client relationships at the heart of productive financial planning. It is this continuity of advice and goal achievement that has resulted in Paul retaining many clients for over 25 years.

Walking is Paul’s favourite way to recharge the batteries and he particularly enjoys the Scottish islands of Orkney, Mull and Skye and, further afield, the hills of the Black Forest in Germany and Austria.

To find out how we can help you, contact us on: 01603 789966 or email your enquiry to:
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