Our approach
My approach is to look at the complete picture of a client’s current financial situation and work with them to design a plan aiming to achieve their future goals – whatever they may be. The plan will always involve making the most of effective tax-saving techniques and will always include ongoing reviews. It is important for me to build long-term relationships with my clients and adjust their plans as their personal lives and their careers progress.
Most of my new clients come via personal recommendations from my existing clients and I am delighted to help their family, friends and colleagues.
Testimonials
Paul has been very helpful with all aspects of our financial planning. We are both very pleased with the growth of our pension funds.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Paul manages to be helpful and informative without being over-intrusive. His helpful advice and counselling takes into consideration our individual circumstances and is tailored to our specific needs. He considers our appetite for risk in all his recommendations and makes sure we understand the i...
Paul has been excellent, good advice, reliable and responsive. Appreciate the ongoing relationship. Continuity helps to build trust.
I switched to using Paul from a long standing pension company and feel that Paul is doing a far better job, he has more information that helps me and ultimately the fund is yielding more than my previous company.
You should remember that the past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
Paul Carpenter has been and is a valuable and trustworthy financial adviser to my family for many years. His knowledge and expertise has realised a healthy growth in my investments and I would not hesitate in recommending him to my friends and family.
You should remember that the past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
I have been extremely pleased with the way Paul has dealt with my pension requirements, explaining every detail thoroughly.
Paul and his team have been very helpful in planning for our retirement and are always available if we need any questions answered. We look forward to working with Paul for a long time and hope to enjoy our retirement because of the work he and his team do.
It is a sad fact that where investments are concerned, we are by nature skeptical and could be accused of sticking with what we know. Fortunately we have been proved wrong; Paul's excellent product and current wealth management knowledge has seen our investments grow. He is readily contactable ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Paul has been very helpful with all aspects of our financial planning. We are both very pleased with the growth of our pension funds.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Paul manages to be helpful and informative without being over-intrusive. His helpful advice and counselling takes into consideration our individual circumstances and is tailored to our specific needs. He considers our appetite for risk in all his recommendations and makes sure we understand the i...
Paul has been excellent, good advice, reliable and responsive. Appreciate the ongoing relationship. Continuity helps to build trust.
I switched to using Paul from a long standing pension company and feel that Paul is doing a far better job, he has more information that helps me and ultimately the fund is yielding more than my previous company.
You should remember that the past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
Paul Carpenter has been and is a valuable and trustworthy financial adviser to my family for many years. His knowledge and expertise has realised a healthy growth in my investments and I would not hesitate in recommending him to my friends and family.
You should remember that the past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
I have been extremely pleased with the way Paul has dealt with my pension requirements, explaining every detail thoroughly.
Paul and his team have been very helpful in planning for our retirement and are always available if we need any questions answered. We look forward to working with Paul for a long time and hope to enjoy our retirement because of the work he and his team do.
It is a sad fact that where investments are concerned, we are by nature skeptical and could be accused of sticking with what we know. Fortunately we have been proved wrong; Paul's excellent product and current wealth management knowledge has seen our investments grow. He is readily contactable ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Paul has been very helpful with all aspects of our financial planning. We are both very pleased with the growth of our pension funds.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
