Expertise
Paul oversees Buzzacott’s investment proposition, covering research, asset allocation, portfolio construction and ongoing governance. He works closely with his financial planning colleagues to ensure investment solutions are robust, evidence-based, cost-effective and aligned with clients’ long-term objectives.
With more than 15 years’ experience in UK wealth management across advisory, discretionary and model portfolio services, Paul specialises in building diversified, transparent multi-asset portfolio that keep costs under control, alongside risk budgeting, manager research and portfolio governance. His clients include individuals and families seeking long-term investment solutions as part of a broader financial plan, and trustees and charity decision-makers who need investment expertise and governance support.
Paul is a Chartered Fellow of the Chartered Institute for Securities and Investment and a judge at the Fund Manager of the Year and Sustainable Investment Awards. He is also a regular contributor to the Financial Times, Citywire, Investment Week and ETF Stream.