About Me
Paul Towle
Bsc Hons
Chartered Financial Planner
Having worked in financial advice for over 6 years, all of my professional career has been in London. I have extensive exposure to all levels of client wealth up to £15+ million in assets. I have experience at a well known mid sized firm with average advised client assets of £2.5million and a boutique firm offering the full range of services whilst specialising in establishing trust frameworks.
Obtaining Chartered status in just 3 years along with honours in Mathematics and Physics from the University of Leeds, I am well equipped both from a numerical and analytical standpoint to produce the best quality, technical reports for your clients.
In addition to my professional achievements, I have travelled to over 50 countries and spend a lot of time on the golf course following retiring from more physical sports after breaking 12 bones on seperate occasions!
Find out more about what services I offer, as well as my simple pricing structure, by clicking the links or enquiring below.
Testimonial
Paul worked with me as a Paraplanner for many years and I found him to be responsive, knowledgeable and personable. His reports were detailed and technically excellent and he often contributed to creative planning ideas for clients. I would have no hesitation in recommending Paul's services to advisers needing high quality paraplanning support.
Matthew Smith, Managing Director
