Our Team
Paul Rowe – Independent Financial Adviser, DipFA
With over 25 years of experience in Financial Services, I specialise in pensions and retirement planning, helping clients create bespoke financial strategies aligned with their unique goals and aspirations. As an Independent Financial Adviser, I take pride in offering tailored advice without the constraints of product bias, ensuring my clients receive the solutions that best suit their needs.
I work closely with business owners, individuals approaching retirement, and those looking to consolidate existing pension arrangements.
My approach is centred on building long-term relationships and providing clear, jargon-free guidance to help my clients feel confident and in control of their financial future.
I’m passionate about helping people live the retirement they deserve — one that reflects their lifestyle, values, and ambitions.
I qualified as a financial adviser in 1998 and for over 25 years have been helping individuals, families and business owners manage their finances and plan for their financial future more effectively.
I pride myself on providing the highest level of service and client care throughout our journey together.
I specialise in a broad range of investments, consolidating pensions to minimise charges and assist business owners in protecting their assets and their employees in a tax-efficient manner.
By thoroughly understanding my clients' situations and goals, I create customised plans based on detailed whole of market research. My advice includes tax-efficient investment options such as pensions, both for individuals and businesses, ISAs, Bonds, pooled investments, cash savings, Inheritance Tax planning and personal and business protection.
Using tailored cashflow modelling, I support clients in planning for retirement and executing tax-efficient business exits. Regular annual reviews ensure that our strategies evolve with changing circumstances and regulatory updates.
David Hancock - Independent Financial Adviser, DipFA, CeMAP