Paul Harwood

Chartered Financial Planner, Partner

Paul takes pride in understanding each client’s unique circumstances, helping them focus on using their time and money in ways that matter most. He prioritises building clients’ confidence by breaking down complex financial topics into clear, actionable advice, ensuring they feel informed and in control of their decisions. By identifying key priorities and addressing concerns, Paul lays the foundation for meaningful financial planning.

Specialising in working with business owners, high net worth individuals, and those planning for retirement, Paul brings a wealth of expertise in cash flow modelling and lifestyle planning. He is highly knowledgeable in areas such as pensions, ISAs, estate planning, and investment management. His structured yet personalised approach ensures that clients’ financial plans remain adaptable to changing circumstances.

With over 25 years of experience in financial services, Paul has been advising clients for the past 20 years. He achieved Chartered Financial Planner status in 2010.

Paul simplifies complex financial topics, providing clear, straightforward advice that empowers clients to make informed decisions and take control of their financial future.