Client Adviser
Experience
Paul is a Client Adviser at Rothschild & Co Wealth Management, having joined in 2016. He advises a broad range of clients in the UK and overseas, including successful entrepreneurs, professionals, family trusts and charities. Prior to joining, he worked as a Management Consultant at Deloitte across strategy & operations, finance and technology sectors.
Outside of the office, Paul is a keen target rifle shooter, and has represented Kent, Ireland and Great Britain in various international competitions.
Education
Paul holds an Economics degree from the London School of Economics, the CIMA Certificate in Business Accounting, and is a CFA Charterholder.
Insights
No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.