Meet Paul
Paul provides bespoke financial planning to private individuals and small to medium sized companies. He tailors his planning strategies to each client type, using technical and practical insights from his more than 30 years’ experience working in finance.
His aim is to help you create a reliable financial plan suitable for every stage of life, from the creation of wealth, to its maintenance, growth and protection, to withdrawal strategies in retirement and its transfer through the generations. Paul believes in providing the best advice possible and is a Chartered financial planner, a significant professional designation.
Experience combined with technical expertise is our guarantee you’ll receive the most in-depth financial planning for your circumstances from us.
Paul McKie
Financial Planning Director
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.
