Chartered Financial Planner
Paul enjoys spending as much time with clients to help them realise their goals and dreams. The business model of Penguin helps him achieve this as the Client Relationship Team and the Technical Team take a lot of the workload away from Paul so he can simply help more people.
Paul is a Financial Planner with over 20 years’ experience dealing with complex and technical Investment, Pension, Trust and Estate Planning. Paul is a member of both the Personal Finance Society and the CISI (Chartered Institute of Securities and Investments) and is continuously taking further advanced qualifications in order to be able to provide clients with the highest quality Financial Advice. This adheres to our Core Value ‘Continually Striving For Perfection’.
Paul has always lived in Pembrokeshire and is married with 4 children. As well as being a football coach for Pembrokeshire Schools, he also is coach of Tenby’s under 6’s team which he describes as one of the biggest challenges of his life – specifically referring to coaching his son, rather than the other players!
Paul has played Lawn Bowls since he was 14 and is proud to have represented Wales (some years ago!). He wants to help develop the sport and currently serves on the Executive committee of the Welsh Bowling Association and was a National Selector a few years ago.
Paul is also a School Governor of Ysgol Hafan Y Mor in Tenby.
1. What’s the craziest thing you’ve done?
Bought a bee hive and 12,000 bees! In the summer the hive grows to 40,000 bees. I now have 2 bee hives
2. What’s the best thing you’ve spent money on?
iPad and Apple pencil – everything is paperless and this helps me
A drone (flew off and lost it on the maiden flight!)
4. Favourite book?
Man’s Search for Meaning – Viktor Frankl
5. If you’re not working, where will we find you?
The Bowling Green in Tenby