Paul Addison DipPFS

Paul Addison DipPFS

Private Client Director

Who do I work with?

I work with private clients and their families, providing investment advice in relation to their investment, pension and family trust portfolios. I also advise on tax mitigation and estate planning.

About me

I provide a wealth management service to high net worth individuals and their families with investable capital of at least £1,000,000. Through a very personal and tailored approach, I help my clients fulfill their financial aspirations in regard to their own needs and the needs of their family. I have many client relationships going back over 25 years. Building these relationships on trust and integrity makes my work extremely rewarding and fulfilling.

I am supported by a very efficient and highly trained team who provide administrative and technical support. This support enables me to concentrate on providing a very personal and face to face service to my clients.

Assisted by both our in-house investment team and external asset managers, I provide day to day investment management for clients’ general investment portfolios, family trusts and pension funds in both onshore and offshore jurisdictions.

Tax efficiency and tax planning are an integral part of our service. In addition, using sophisticated financial modelling software, I am able to provide “lifetime cashflow analysis” for my clients helping them plan for the future with confidence.

Contact Info

Location Home Counties, London
Specialisms High Net Worth Private Clients, Holistic Wealth Planning, Retirement Planning, Estate & Succession Planning
Qualifications Diploma in Financial Planning (RQF Level 4), Pension Transfer Specialist
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