Senior Wealth Partner
Paul is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), a member of the Society of Trust and Estate Practitioners (STEP) and an Advanced Diploma holder with The Chartered Insurance Institute (CII). Paul holds a variety of professional qualifications including the CII Chartered Financial Planner, Certificate in Pension Transfers, CISI Private Client and Investment Management paper and the STEP Diploma in International Trust Management.
Paul has over 30 years of Wealth Management experience, working with private clients and intermediaries in developing financial planning, retirement, investment planning and holistic wealth solutions. Before joining Integritas Wealth Partners, Paul was most recently one of the founders of a new wealth advisory business in Jersey and has held senior roles with UBS and HSBC Private Bank in Jersey.
Paul sits on the Personal Finance Society (PFS) Jersey Regional Officers committee as Education Officer. The PFS oversees the continual professional development of its members, in addition to networking events and working with the local community. Outside of work Paul is a family man with 2 children and has a passion for running and has run a number of marathons for local causes. Due to injury this has been put on hold, so will always be seen as a volunteer for the local Spartans Athletic Club, helping either with local races as either a marshall or time keeper. Paul is also a keen golfer, having been a member of La Moye Golf Club since a junior. Paul has also featured on local radio discussing matters relating to financial planning, as this is his true passion.