Paul, a co-founder of bdhSterling, heads the Financial Planning team in the UK.
After working in UK financial services since 1991 and observing how financial advice has evolved in that time, Paul believes that helping clients to achieve their life’s ambitions through goal-based planning is the key to a successful relationship between adviser and client.
It is a philosophy that has been instilled in the financial planners within the bdhSterling team.
Paul, holds the UK’s Advanced Financial Planning Certificate, and has written articles and been quoted many times in the financial press.
Paul enjoys walks, watching football and playing the occasional frame of snooker.
Title: Head of Advice UK
Qualifications: Diploma of Financial Planning
Memberships: Personal Finance Society