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Our people are very important to us, they are here to make certain we provide you with the best possible professional financial advice. Here you can find out more about each of our colleagues.

Managing Director

I started the company in 1992, having previously worked in the industry since 1986. Before starting the company, I worked for various major financial companies such as Prudential and Standard Life.

I hold Diploma status from the Chartered Insurance Institute and have extensive experience of all aspects of financial advice, but I am especially interested in Retirement Planning, Life and Business Protection Insurance, Mortgage Financing, and Taxation & Trusts.


I am the proud parent of 7 children, who are taught the value of hard work through gainful employment in the firm as they grow up.


My personal interests include sport and outdoor pursuits. I am also an active volunteer and lay minister in a local church and a prison Chaplin.


Financial Planning


Mortgage Advice & Practice


Paul Smith Qualifications
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