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.