Paul Ramsey – IFA & Director

Paul has over 25 years of experience within the field of financial planning the majority of this has been with high street banks providing high quality Independent Financial Advice to both businesses and individuals.  During 9 years with The Royal Bank of Scotland he worked closely with a team of Corporate and Commercial bank managers advising on issues such as debt protection, contingency planning, exit strategies and group benefits.  He also worked with the Private Bank team offering specialist advice in areas such as Wealth Management, Investments, Pensions and Estate Planning.

Paul has a diverse portfolio of clients which includes Professional Sportsmen, High Net Worth individuals and retired business owners.

Paul provides comprehensive quality advice and service to his clients from the “whole of the market”. On-going review of client’s investment portfolios and regular contact is key to building successful long term relationships. “Individual needs change over time as does the financial landscape, which so often affect the decisions that we make. Paul’s clients have the peace of mind that he is only a phone call away.

Paul feels strongly about developing and maintaining a relationship with clients based on trust and loyalty, not just for the short term but for many years to come. As a truly Independent Adviser, his ability to offer ‘whole of market’ advice (meaning not being restricted to a limited range of products or providers) is fundamental to delivering the solutions to his clients.

Paul would welcome the opportunity of discussing your current situation, agreeing your objectives and goals, which he can work on with you to ensure your financial security today and independence when you desire it.

Paul lives in Sale and is married with 2 teenage daughters and spends his spare time watching football.