Meet Paul
Having previously worked in a private banking environment, he now focuses on working together with clients to build a robust financial plan to help them meet their objectives in the creation, growth and protection of their wealth. Holistic planning can mean many things, but common discussion points are planning tax-efficiently for retirement, effective investment of savings over the longer term, and protection of assets and lifestyle in the event of death or serious illness.
Paul started working with atomos in 2019 because he shares their vision of how financial, planning advice should be delivered. He works in a professional but approachable manner, providing clarity and transparency at every step.
Paul joined atomos as a self-employed Financial Planner.
Lydia Macdonald (Head of the Brighton office) has been my investment manager for well over 20 years. She gives me complete peace of mind and takes away the worry of managing my own finances. She is always on hand to offer sound advice and reassurance whenever you need it. And that’s a very good feeling!
A client
Brighton
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
