Our Financial Adviser & Mortgage Broker in Yate

Michael Paul

Financial Adviser, Mortgage Broker & Protection Adviser in Yate & Chipping Sodbury

I obtained experience in a wide range of financial planning areas such as investments, retirement planning and protection during my previous position assessing financial advice for Quilter. Using this foundation of knowledge, I went on to become a financial adviser, recommending solutions tailored to clients’ individual circumstances.

My aim is to provide financial advice to assist people to achieve their financial goals. Taking care to consider current and ideal future circumstances, I advise clients over a wide variety of ages on areas including:

• Planning for retirement
• Investing for potential growth or income
• Inheritance tax planning
• Mortgages, remortgaging, buy to let
• Protection (including life and critical illness)
• Income protection

Financial & Mortgage Services

I work with clients of all ages, from first-time buyers to those planning for inheritance tax, primarily within and around Yate and Bristol. My business predominantly involves repeat clients, whom I assist with their long-term financial needs, including:

• Retirement and investment planning
• Mortgage advice
• Protection advice

Qualifications

My professional qualifications include:

• Diploma in Financial Planning - Dip PFS
• Certificate in Mortgage Advice - CertCII (MP)

Specialist Advice

I provide expert guidance in the following areas:

• Wealth Management
• Pension Advice
• Retirement Planning
• Mortgage Products
• Protection Planning (including critical illness, life, and income protection)

Interests

Music is a passion of mine. I enjoy playing musical instruments and have a first-class degree in Music and Sound Recording.

My wife Karen and I live in Yate with our two children, who are in secondary school, and we’re always on the go with their after-school activities.

Locations

I provide financial advice and mortgage advice to clients in and around Yate, Chipping Sodbury, Bristol and Thornbury. If you live in a local village or town such as Frampton Cotterell, Winterbourne or Emersons Green, I can visit to discuss your financial circumstances and requirements.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.