Pursuit Financial Planning Limited
Paul is an experienced Financial Adviser with 15 years in the financial industry and is a Chartered Financial Planner. He holds Fellowship status, which is the highest qualification for financial advisers in the UK.
After eight successful years as a financial adviser with Prudential Financial Planning, Paul was delighted to establish his own financial advice business, Pursuit Financial Planning Limited, as part of M&G Wealth Advice.
Paul has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Paul takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.
Quite simply, Paul provides sound, personal and expert advice.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Jessica is the Practice Manager of Pursuit Financial Planning and has 12 years’ experience within financial services. She is responsible for business operations and also acts as a client liaison outside of the financial planning process.
After 37 years in financial planning, beyond retirement and investment product advice, I was unclear as to the value of Paul’s holistic approach to financial planning and my family’s wider needs. However I come to value the comfort, reassurance and clarity of thinking that Paul provides. This has given me confidence to make key retirement decisions aligned to my goals that are practical, properly thought through and informed and not based on emotion. I wholeheartedly endorse Paul’s holistic approach to financial planning and I have no hesitation in recommending Paul to others.
The initial and ongoing advice we have received from Paul has enabled us to achieve our dream of taking early retirement whilst maintaining our existing standard of living, something we did not believe would be possible without the need to work part-time. He has also ensured this has been delivered in a tax efficient and sustainable way, enabling us to receive the regular income and capital lump sums required now and in the future, whilst hopefully protecting the value of our pensions, in real terms, for the future benefit of our children and grandchildren.
I approached Paul for advice in respect of my deferred occupational pension scheme benefits, following recommendations from three friends who have all used his services. I have found Paul to be a very competent Financial Adviser, who has utilised his technical knowledge and lifestyle financial planning skills to help me develop a structured retirement plan, in a tax efficient manner.
This has helped me to retire earlier than may have otherwise been the case; will enable me to enjoy the active lifestyle that I desire in the early stages of my retirement; whilst also maintaining sufficient funds to provide the necessary security in my later retirement years. Paul is very approachable, easily contactable, and I have no hesitation in recommending him to others
Pursuit Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.