Paul Newman DipPFS
Independent Financial Adviser
About me
I am an Independent Financial Adviser with over 35 years industry experience. Previously, I was Director of a very successful business before being acquired by AFH in 2018.
I work with my clients to help them grow, protect, enjoy, and pass on their wealth. I seek to do this by understanding their needs and providing plain English solutions, whilst maintaining strong client relationships through regular reviews. Many of my clients have been with me for over 25 years or more, so I must be doing something right.
I am authorised to provide advice in the following areas:
• Protection planning – both personal and corporate
• Investments – individual, corporate trusts and charities
• Pensions - to include pension switching/consolidation, SSAS's and SIPP's, and at retirement planning
• Estate planning - to include mitigating inheritance tax and passing on assets to the next generation
Location
North/ East Yorkshire