My primary role is managing portfolios on a discretionary basis for private clients, Trust and Charities. I aim to manage portfolios as if investing my own funds and invest across a range of asset classes to help achieve the most appropriate portfolio to meet each client’s unique investment requirements. I work very closely with financial advisers and their clients to make sure they receive a first-class service.
Paul has a degree in Business Studies and is a Chartered Fellow of the Chartered Institute of Securities and Investment (CFCSI) following completion of the Masters in Wealth Management qualification. Paul also holds the Investment Management Certificate (IMC).
Paul joined Quilter Cheviot ten years ago spending a number of years in our Manchester office before relocating to our Dublin office in 2016. Prior to this Paul worked in Australia for a year as an Analyst for a pension fund.
Outside of work Paul has a keen interest in Gaelic games, rugby, football, cycling and running.