0330 038 8938
Based in Kenilworth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2021
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 13 May 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
28
Recent Client Reviews
Paul has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 28 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Paul has not yet added their qualifications to their profile
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Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has not yet added their fees to their profile
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Paul has not yet added their fees to their profile
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 18 first impressions)
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 18 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 13 May 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
28
Recent Client Reviews
Paul has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paul has received 28 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 18 first impressions)
100% of users who are not yet clients had a positive first experience with Paul
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 18 first impressions)
I have been a financial adviser since 1989. I started with a home service insurance company, dealing with existing clients, providing relevant Life assurance, Pension and Investment advice to its customers. In 2003, I joined a national firm of Independent Financial Advisers, specialising in helping employees of public sector or large private sector employers, particularly those who were nearing retirement. As a result, I have clients spread throughout the UK, the majority of whom I have been dealing with for many years. The majority of the work I am involved in is advising on investing for growth or income, and making best use of pension provision. I believe I have a comprehensive level of technical knowledge, and a key element of providing financial advice is listening to clients and establishing their needs and objectives and what is really important to them. I am aware that the world of finance and investing can be bewildering, and I aim to explain the various issues in a concise and informative way. Of equal importance is the ongoing service provided, with every client offered an annual review, usually face-to-face; I find this personal service is appreciated, and I have no doubt that it helps to cement the client relationship. Away from work I enjoy spending time with my family, playing Golf and supporting my local Football Team. Rothesay Bennett Ltd is authorised and regulated by the Financial Conduct Authority (Ref 795885) Rothesay Bennett Limited, registered in England and Wales company registration number 10245437. Registered address 287/289 Kenilworth Road, Coventry , CV7 7EL
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paul's clients
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