About St Pauls Financial

St Pauls Financial Planning was established in Mid-2020, combining our financial knowledge, expertise and experience accumulated over 50+ years in financial services. We built our firm from the ground up to ensure that we can provide a high class service and quality advice for our clients, new and existing. We offer all the benefits of a large national firm but with the approachable, people-orientated culture of a small business. We believe financial advice can enrich people’s lives and we never take for granted the trust placed in us by the people we work with every day.


All Independent Financial Advisers must have a statement of Professional Standing (SPS). This is certified annually to ensure advisers maintain their high professional standards and is awarded by our professional bodies.

Our Financial Planners are members of either the Chartered Institute for Securities & Investment (CISI) or the Chartered Insurance Institute (CII). This demonstrates their commitment to professionalism and the highest standards of knowledge, skills and behaviour.

Our leadership team