Paul’s career in the financial services industry began in 2007 in Germany where he worked as a senior wealth manager with an international financial services group in Frankfurt. The firm provided wealth management, FX brokerage, and investment banking to corporations and high net-worth individuals.
Since joining Blacktower in 2012, as regional manager, Paul has quickly grown his role within the group by establishing a truly international presence. Paul manages clients in all corners of the world, and frequently travels internationally to meet them, wherever they may live.
Areas of Expertise
UK Pension transfers, SIPPS and QROPS are Paul's speciality, he is known for offering clear, concise, and highly regarded advice on clients with UK sited pension schemes, shown from the many testimonials he has received thoughout the years.
Paul also advises international clients in all manner of financial services including.
- International Tax Compliant Investment Structures
- Tax Efficient Investment Structures
- Estate Planning
- Retirement Planning
- Wealth Preservation
Asc. CII CISI
- Chartered Insurance Institute (UK)
- Chartered Institute for Securities and Investment (UK)
- Federation of European Independent Financial Advisors
- Support for stray and unwanted dogs in the Algarve; care, training, fostering
- Support for animal charity SOS Animals Algarve
- Global initiatives and sponsorship through the Kiva International Lending Initiative
Blacktower Magazine Issue 12, page 8, QNUPS - What's all the Fuss About?
Blacktower Magazine Issue 10, page 22, The 'do later' box
The following are a small sample of the many recommendations Paul has received from his clients from almost a decade in the industry.
“Paul was introduced to me by a colleague and helped me make a decision on moving my previous employers pension. Paul was able to explain my situation in terms that were transparent and understandable, answering questions and forwarding information around my situation. Moving forward Paul has demonstrated his knowledge of the financial markets and continues to communicate in an open, honest and understandable manner.” AJ Denmark October 2015
“Paul has been helping us with our financial affairs since 2008, during which time he has consistently and expertly pre-empted our needs and given us sound financial advice. Above all I was impressed by Paul's ability to understand our situation, as expatriates, and deliver funds & assets that truly fulfilled our requirements no matter what our situation. I would fully recommend Paul as a knowledgable, empathetic and down to earth adviser.” LG Dubai August 2014
“Paul has advised and lead me through the whole process of moving my pension fund to a more profitable portfolio. He has been professional, attentive and trustworthy throughout and, maybe as importantly, is friendly and patient, explaining the many complicated options without reverting to selling tactics or financial jargon. It's early days yet but I feel confident in us having a long standing work relationship and together endeavour to make my rather modest fund grow successfully.” GA Denmark August 2015
“Paul has been my financial advisor since 2009, and has always given expert advice regarding my investments and especially my pensions (I am approaching retirement age). For example, Paul pointed out that one of my UK pensions could be converted to QROPS; he handled the transfer and advised that I could take part of the pension as a lump sum, which proved particularly useful at that time. I particularly value the fact that Paul's advice is independent and not tied to specific company products, so I know I am getting honest recommendations without strings." RS Germany August 2013
Full details and introductions to Pauls existing clients are available upon request, or by viewing his profile on LinkedIn