Paul Finch

DipPFS
Wealth Planner

Paul helps clients create certainty over major financial decisions, answering key questions such as: “When can I afford to retire?” and “How much should I sell my business for?”.

He specialises in working with business owners, in particular collaborating with their professional advisers to deliver a joined-up approach. This ensures client strategies are aligned behind client business needs and exit planning.

Paul is also one of Succession’s Regional Directors, working with planners and advisers across the Succession community to share best practice and facilitate training and development.

Paul lives with his partner and has three sons. He’s a keen sportsman, playing and coaching, something he puts his continuous drive to find improvement down to.

01722 413 348 / 07816 643 964

Not who you are looking for?