Paul has worked in financial services for over 20 years and provides broad based holistic advice to clients ranging from professionals to the retired.
He enjoys providing his clients with bespoke advice in a wide range of Financial Planning areas including retirement planning, wealth protection and investment planning.
Paul's focus is to develop a long term relationship with his clients and to provide them with a source of trusted advice as their financial needs evolve over time.
Sunder has worked for a number of years in helping others either protect their loved ones, or making the most of their money and achieving their financial goals.
Sunder has, over the last few years, obtained a number of additional qualifications including a Diploma in Financial Services in order to broaden his knowledge and expertise.
Based on the core values of excellence of service and above-all, integrity Sunder will provide you with the solutions that you need to satisfy your needs both now and in the future.
Glen has been advising for over 6 years and believes in true holistic financial advice for his clients.
In an ever changing world providing an ongoing service and updating clients on their financial plan is central to Glen’s client proposition.
He covers all aspects of wealth management advice from retirement and estate planning, portfolio planning advice as well as financial guidance for businesses and business owners. A focus on wealth creation and tax mitigation is fundamental to building and maintaining healthy client relationships.
Denise joined the team in 2014 having worked in the financial services industry for over 24 years and in the role of a Branch Manager for the past 20 years. Denise is now responsible for the day to day running of the busy office, liaising with clients to ensure any queries are dealt with quickly and efficiently.
Melissa joined the team in 2016 having worked in the financial services industry for over 7 years. Her role is to support Paul and the team with the day to day running of the busy office, liaising with clients to ensure any queries are dealt with quickly and efficiently. This also involves processing new business and supporting the team with suitability reports and preparation of files for client meetings.
She has successfully completed the St. James’s Place Accreditation Partner Administrator and is currently studying for the St. James’s Place Accreditation Partner Practice Manager qualification.
Georgia is the latest addition to the Paul Butler Wealth Management team. She joined in April 2019, as our Client Co-Ordinator and she provides invaluable support to Melissa and Lucy.
Georgia’s main responsibilities are maintaining client and Practice records, ensuring that information held is up to date and accurate. Georgia is currently working towards her Bronze status PSS qualification.
Lucy joined the Paul Butler Wealth Management team in January 2019 having previously worked as a legal secretary for many years, where she developed her strong administrative skills and customer service skills.
She likes assisting the team in meeting the needs of the clients through supporting the financial advisers. Lucy is currently working towards her Bronze status PSS qualification.