My primary role and responsibility is for the day to day management of bespoke investment portfolios for private, corporate, charity and pension clients. I am committed to building long-term relationships through a personal service to help clients achieve their long term goals and aspirations.
Paul is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), and holds the Level 7 Diploma in Wealth Management.
Paul began his career in the Northern Bank in 1993 before becoming a Financial Adviser providing holistic financial planning to private individuals. In 2001, he progressed into the role of Investment Manager in the Bank’s Executor and Trustee Services Department. Paul joined Quilter Cheviot in 2008 and was recently promoted to Associate Director of the Belfast Office.
Paul is a family man, keen gardener and enjoys life in the countryside. Paul played amateur football for his local town for 25 years and retains an active role within the club in his capacity as Community Development Officer and Youth Development Coach. He is also a keen golfer.