Paul is the Founder and Managing Director of PSR Wealth Management. He has worked within Financial Services for over 27 years and has worked for some well known Private Banks based in the City of London.
Paul decided to establish his own specialist Financial Consultancy Practice offering personalised financial planning advice to company directors and discerning private investors and felt that this level of bespoke service could only be offered if he had control of his own practice. To further complement our client focused philosophy we recognised that becoming a Partner Practice of St. James's Place would provide the corporate governance and compliance required.
Support is provided by a wealth of expertise within tax and technical teams and additional service backup needed to fully fulfill the needs of our clients. Furthermore we are able to offer access to the St. James's Place investment management approach available exclusively to our clients.
Paul’s experience in pension planning, investment planning, taxation and trusts*, enables him to advise clients on the efficient structuring of their wealth across a range of tax strategies. Advice is provided to individuals and businesses, pre and post retirement, UK resident both domiciled and non-domiciled status. We continue to work with specialist lawyers including pensions and divorce and tax advisers.
He believes that anyone who is keen to improve their finances should have access to expert advice. He also believes that dealing with your finances should be an interesting and potentially exciting pursuit. We will leave him to persuade you on that one!
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.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent upon individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.