We take the responsibility of managing our clients’ wealth very seriously. We are passionate about providing clarity to our clients in what is an increasingly complex world and we look forward to welcoming you as clients.
Founded in 2009 by Paul Byles, Paul Byles Wealth Management Ltd provides a holistic approach to financial planning and wealth management. Since our inception we have grown to become a highly respected business in our sector, working with private clients, charities, trustees, business owners and professional partners.
“We have a passion for helping our clients build, manage and protect their wealth”, explains Managing Director, Paul Byles. “Central to our approach is creating and maintaining long term relationships with our clients based on mutual respect, trust and integrity. Many of our clients recommend us to their wider family, friends and professional colleagues, illustrating our commitment to delivering what we promise in a professional and proactive manner.”
Within the business, we are committed to delivering an outstanding service and demonstrating our advanced levels of knowledge and expertise. All staff members adhere to an ethical good practice code. Paul is one of a small number of financial planners in the UK to hold the Certified Financial Planner license, recognising his advanced levels of professional qualifications and knowledge.