

Paul Robertson BSc (Hons), FPFS, Certs CII (MP & ER)
Chartered Financial Planner
As a financial planner, Paul thrives on helping clients achieve their financial goals and enjoys making complicated concepts easy to understand. Paul’s aim is to allow clients to live the lives they want to lead, with financial freedom.
Paul joined the financial planning profession in 2009 after graduating from Liverpool University with a 1st Class Honours degree in Mathematics. He is now a Chartered Financial Planner and a Fellow of the Personal Finance Society, which is the highest qualification level awarded by the Chartered Insurance Institute.
Outside of work, Paul enjoys quality time with his young family, playing squash at Liverpool Cricket Club, and perfecting his golf swing on the weekends in pursuit of a lower handicap.