Paul is part of the wealth management team at Vantage Limited. A qualified Chartered Wealth Manager with 18 years’ experience in the wealth management industry.
Born in Lancashire and educated to degree level, Paul came to Jersey to pursue a career in Investment Management. Initially working for an international private bank where he obtained his investment management qualifications and became an Investment Manager. His career remained in wealth management, eventually co-founding his own wealth management business before looking for a new challenge and joining Vantage in January 2019.
Paul recognises that each client has their own particular financial situation with their own unique set of requirements. He specialises in the provision of financial and retirement planning advice, meeting with clients, conducting reviews and, using his experience and knowledge recommending a strategic financial plan tailored exclusively for them.
Paul is a former President of the CISI Jersey committee, a role he took for two years, serving seven years on the committee. His focus was to promote wealth management to local schools and colleges engaging with and connecting students to a career in wealth management. Paul currently sits on the Macmillan Jersey Fund Raising committee and the JADO (Jersey Association of Directors and Officers) committee where he is responsible for Diversity and CPD (Continuous Professional Development)
Outside of work Paul is a keen cyclist and motor-sport enthusiast, often seen cycling around the country lanes of Jersey and taking part in track days in France