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 22 years, Paul has become a specialist in many areas of financial planning including Investment management, wealth protection, tax planning, Trust* establishment, Business Sale and Exit Strategy**, and offshore investment planning. Paul is also widely quoted in media publications including the Daily Telegraph, Financial Adviser and The Independent.
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 Institute of Financial Planning and Associate Member of the Institute of Directors. He holds part 1 of the Investment Management Certificate and he is also an Associate Member of the Society of Later Life Advisers.
Mike has been in the Financial Services profession for some 21 years and has vast experience in technical planning, including specialisms across tax, Trusts* and pension planning. He is a Chartered Financial Planner and fellow of the Personal Finance Society. Mike provides paraplanning, technical, administrative and operational support to the business and is an invaluable member of the Paul Byles Wealth Management Team. Like all other members of the Paul Byles Wealth Management team, Mike subscribes to our internal Code of Conduct and Ethics.
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.