Meet our advisers

Paul Roberts

Paul Roberts

Paul Roberts DipPFS, MAQ

Independent Financial Adviser

About me

I have worked in Financial Services for 34 years, the last 23 years as an Independent Financial Adviser. I am proud to say that I continue to work with many of my former clients as well as their children and grandchildren. I believe in forming relationships, as I feel this is the first step towards gaining trust which is the bedrock of a successful career in financial services.

I provide advice in the following areas:

• Retirement Planning
• Investment Planning
• Mortgages
• Lifetime Mortgages
• Protection