Head of Office
My primary role is to construct and manage portfolios on behalf of clients and then to continue to work closely with them and their advisers on an on-going basis to ensure that their portfolio remains suitable for them and reflects any change in their circumstances or requirements.
Paul is a Fellow of the Chartered Securities Institute. He also achieved the status of Associate of the Chartered Institute of Bankers whilst working at Coutts and also holds an MBA from the Open University Business School.
Paul joined Quilter Cheviot when the Bristol office opened in February 1998. Before Quilter Cheviot, Paul spent 10 years with Coutts & Co Bank in a number of banking and investment related roles.
Outside of work Paul is a keen traveller and also enjoys taking on a variety of cycling and walking challenges.