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.”