Paul joined Lucas Fettes Financial Planning over 15 years ago from Norwich Union (now Aviva) and has progressed through various roles over the period since to his current position of Compliance and Research Manager, which he commenced in July 2022.
He is responsible for managing the company compliance procedures and policies to help ensure clients achieve good outcomes. Paul is also the Consumer Duty Champion on our Investment Committee and manages the due diligence on the products and investments we use for our clients.
Paul is Chartered and a Fellow of the CII and our Pension Transfer Specialist.
He enjoys spending his free time with his family, walking and writing short stories.