Paul Gray
DipPFS
Paul is a fully regulated Adviser for St. James's Place Wealth Management PLC with a background in equity trading and growing small businesses. He is passionate about providing friendly, professional advice to busy individuals who are looking for help in managing and maximising their financial goals.
About
Holding all the relevant qualifications, certificates, diplomas and licenses Paul can advise on the simplest of arrangements to the most complex. He specialises in tax efficient investment planning, mitigating inheritance tax and advising business owners in developing growth strategies towards a successful sale and exit strategy*.
Paul lives in South West London and enjoys art, food, travelling, cricket and playing some pretty average tennis in his free time.
*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
