Brown Shipley expands Manchester wealth planning capabilities with new Client Director appointment

We are pleased to announce the appointment of Paul Smith as Client Director and Wealth Planning Adviser to our Manchester office.


Paul joins from accounting firm Mazars LLP where he was responsible for the development and delivery of specialist financial planning services to private clients across the North West, as well as heading up the practice’s private client offering. Prior to this he was a financial planning specialist at Coutts & Co.


With almost 20 years’ experience, and both a Chartered Financial Planner and Fellow in Wealth Management, Paul’s appointment will further enhance our overall wealth management capabilities as part of our ongoing commitment to delivering a fully integrated proposition to clients.


Commenting on the appointment, Roger Clark, Head of Wealth Management, said: I am delighted to welcome Paul to Brown Shipley as we continue to develop our wealth planning expertise at a time of significant growth for the business. Drawing upon his specialist experience, Paul will be a valuable addition to the team as we continue to offer a full service wealth management proposition to our clients.

Non-Independent Research

The information contained in this article is defined as non-independent research because it has not been prepared in accordance with the legal requirements designed to promote the independence of investment research, including any prohibition on dealing ahead of the dissemination of this information.

How to Use this Information

This article contains general information only and is not intended to constitute financial or other professional advice or a recommendation that any recipient of this information should make any particular investment decision. Always consult a suitably qualified financial advisor on any specific financial matter or problem that you have.

Except insofar as liability under any statute cannot be excluded, neither Brown Shipley nor any employee or associate of them accepts any liability (whether arising in contract, tort, negligence or otherwise) for any error or omission in this article or for any resulting loss or damage whether direct, indirect, consequential or otherwise suffered by the recipient of this article.

Investment Risk

Investing in stocks either directly or indirectly carries investment risk. The value of equity based investments may go down as well as up over time due to factors such as, market volatility, interest rates, and general economic conditions.