Our aim is to help our clients achieve their financial goals by guiding them through our structured financial planning process. Our financial adviser will work closely with you to ensure that you clearly understand the purpose of each activity.
Financial planning and wealth management to help protect your future.
Whatever life has in store for you, we can help you prepare your financial future
We offer a wide range of financial planning services aimed at simplifying your life
How we work with you to achieve your financial planning objectives
- Initial meeting – learn about your aims
- Gather data and set goals and aims
- We prepare your financial plan
4. Present and discuss your financial plan
5. Implement the agreed plan
6. Review your financial plan regularly.
Meet our experienced team
Following a successful career in Management Consultancy, Mark joined Jim Paul & Associates Ltd in 2005. As an experienced Wealth Manager, Mark provides independent financial advice to individuals, small businesses and companies, specialising in pensions (SIPP’s), investments, Life protection and Tax planning.
After working for a large building society, Andrea joined the company over 20 years ago, working in an advisory role. After returning to work from raising the family, she now dedicates her time to paraplanning and specialising in life cover.
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