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Paul Brook

Financial Adviser

I work in financial services, helping people make sense of their finances and feel confident about the future. My role is all about understanding what matters most to you, whether that’s planning for retirement, protecting your family in the event that you’re unable to continue earning an income, or simply making sure your money is working as hard as you do.

Before moving into financial planning, I spent over a decade in business development roles across the UK and Europe. I’m fluent in French and hold a degree in French and Spanish, which taught me the value of clear communication and understanding different viewpoints—skills that are just as important when working with clients today.

Financial planning can feel overwhelming, but it doesn’t have to. I believe advice should be clear, personal, and practical. Behind every pension or investment is a real goal: a home, a family, a future. My job is to help you get there with clarity and confidence, by listening first and advising second.

Away from the office, I enjoy running and love hiking and camping with my wife and our lurcher. I’m also a keen reader of history and enjoy exploring places with cultural and historic significance, always looking for new experiences that combine learning and adventure.

If you’re looking for someone who combines technical knowledge with a genuine interest in your goals, I’d love to help you create a financial plan that feels right for you.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Locations

Based in

All of UK - Remotely

Covers

All of UK Remotely

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