Chief Operating Officer
Paul has 20 years of operational experience in wealth management, across a wide range of business models and scale, at senior management and board level. He holds an economics degree from Durham University.
He has held senior positions in; regional IFA, discretionary fund management, vertically integrated, private equity backed and publicly listed firms, during the course of his career to date.
The Chief Operating Officer role is a strategic appointment to support the business in achieving its ambitious vision and business plan aims.
Key responsibilities include devising, communicating and implementing the strategic business plan and improving efficiencies in processes and improving the productivity of staff, ensuring exceptional client outcomes are at the heart of everything we do.