Paul Newton FPFS, Certs CII (MP&ER)

Director & Chartered Financial Planner

Paul has been giving advice for more years than he dares to admit, having spent the bulk of his career at RBS before becoming an Independent Financial Adviser.

Paul is well known for his lively personality, his ability to build relationships and provide quality financial advice.  Paul has passed numerous exams over the years and his current list of professional achievements include:

  • Fellowship of the CII
  • Chartered Financial Planner
  • Advanced Diploma in Financial Planning
  • Advanced Certificate in Mortgage Advice
  • Certificate in Equity Release
  • Certificate in Life & Pensions
  • Certificate in Discretionary Investment Management
  • Award in Long Term Care Insurance

When Paul is not working, he enjoys nothing more than spending time with his wife and young daughter. Paul also has a wide social circle and can be often found with friends enjoying football and other sporting activities.

Phone: 07847 615903


A number of years ago we were introduced to Paul as a competent and knowledgeable Financial Expert who would give us good solid advice on managing our financial affairs. After a meeting with Paul, and discussions about the best way to invest and manage our money, we decided to accept Paul’s offer to act for us. It’s been three years now and we’re so pleased that we took Paul up on his offer, we couldn’t be happier. We are very grateful to Paul for his management of our finances.

John & Jacquie M

I have both worked alongside and known Paul for almost 15 years. He is a highly professional, knowledgeable and trustworthy adviser. I have referred a number of my clients and family members to him for advice with great outcomes. In fact my parents have been able to retire early and are now enjoying their retirement.

Adam C

I have built up a really strong working relationship with Paul over the last two decades and now consider him as a friend as well as a professional adviser. I simply trust him 100% with my finances and often refer friends and family to him for advice. What I find invaluable is his ongoing advice and regular reviews of my finances.

Toni H

I have been a client of Paul’s for many years. I have found his approach clear, precise, efficient and always with a friendly manner. I fully appreciate his long term support which I find invaluable.

Gillian B

Send Message to Paul