Here at Paul Byles Wealth Management, we work as a team to provide an exceptional service to our clients.
As well as the relationship you will have with your Financial Planner, you will also have a team of experienced individuals working behind the scenes to help you to achieve what you want. Our Support Team takes care of all the administration and day to day tasks.
MANAGING DIRECTOR & FOUNDER, CERTIFIED FINANCIAL PLANNER
Paul established the business in February 2009 after spending 14 successful years at national wealth management firms in London. He decided to establish his own Practice in order to enhance the service provision to his clients and build upon previous successes.
Paul is a passionate believer in providing a long term relationship-based advisory service based on mutual respect, honesty, integrity and trust.
During a career spanning 24 years, Paul has become a specialist in many areas of financial planning including Investment management, wealth protection, tax planning, Trust* establishment and management, Business Sale and Exit Strategy**, offshore investment planning and later life/care fees planning. Paul is also widely quoted in media publications including the Daily Telegraph, Financial Adviser and The Independent. Paul works with private clients and their families, trusts, trustees, executors, attorneys. His clients are predominantly business owners, board directors, wealthy retired, academics and pharmaceutical industry professionals.
Paul is a Certified Financial Planner and holder of the Diploma in Financial Planning. He is a member of the Personal Finance Society, member of the Charter Insurance Institute, member of the Institute of Financial Planning and Associate Member of the Institute of Directors. He holds part 1 of the Investment Management Certificate. Additionally he holds part 1 of the Investment Management Certificate.
In his spare time Paul enjoys spending time with his wife and 4 children, cycling, is a keen triathlete, coaching his daughter’s football team and fine wine / dining.
EXECUTIVE PERSONAL ASSISTANT to PAUL BYLES & OPERATIONS MANAGER
Ammer joined Paul Byles Wealth Management in July 2018 and is a highly valued, vital member of the team. He adheres to the ethics and principals of the business. Ammer graduated with a 2:1 in Business & Finance from Northampton University and has since worked in a number of Financial Analyst roles. He looks after Paul (not an easy task!) and runs the behind the scenes operations. Ammer enjoys liaising with clients and suppliers alike and is your point of contact for administrative queries. In his spare time he enjoys Badminton, Football, Computing and reading the Financial press.
We look forward to having Ammer as part of the Paul Byles Wealth Management team for many years to come.
*Trusts are not regulated by the Financial Conduct Authority
**Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.