Paul Lindfield
Director & Financial Planner- Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
In the office
Paul has 25 years’ experience as an independent financial adviser, working predominantly alongside accountancy firms before setting up Stratagem Financial Planning together with David.
A large number of Paul’s personal clients are business owners who find their business and personal lives (and wealth) entwined.
Paul advises on all aspects on financial planning providing a holistic service that includes business protection, key person, shareholder insurance and pension planning. Paul has many years experience providing specialist investment advice for trusts, trustees and personal injury clients.
Off the clock
Being of Italian descent (and a well-known feeder), Paul naturally has a love of food, wine and cooking.
He’s happiest when making home-cooked meals for those he loves. As a foodie he’s conscious of the need to burn those calories, so he makes sure to stay active.
You’ll regularly find him either in the gym or in his hiking boots in the great outdoors.
Importantly
It’s important to always check the credentials of any financial planner you’re considering working with. You can view Paul’s important information below.
Stratagem has given me an extra level of confidence that I can retire early.
Working with Stratagem gives me the confidence that my investments are being well looked after.
Paul is very friendly, personable, very easy to work with and helps me to understand the detail. The online service provided to track and monitor performance of the investments is also excellent. I am extremely happy with the overall service.
Paul outlined the financial implications, rules and regulations around pensions in a way that made it easy to understand, providing me with an in-depth forecast that helped me greatly in making my decision.
I am delighted to now have my pension invested in a long-standing reputable company, with regular reviews by both Paul and the company to make sure my pension investments remain on track.
