Financial planning and wealth management to help protect your future.

Whatever life has in store for you, we can help you prepare your financial future

Our aim is to help our clients achieve their financial goals by guiding them through our structured financial planning process. Our financial adviser will work closely with you to ensure that you clearly understand the purpose of each activity.

We offer a wide range of financial planning services aimed at simplifying your life

Pensions

Our pension expertise includes setting up new pension schemes for you or your business, pension consolidation and current pension investment guidance.

Savings & Investments

What ever the reason, we can assist you in planning for the future by creating a personal investment plan for you and your family.

Life Assurance

Life assurance has an important role to play in financial planning both as a means of providing financial protection for you and your family but also as an investment.

How we work with you to achieve your financial planning objectives

  1. Initial meeting – learn about your aims
  2. Gather data and set goals and aims
  3. We prepare your financial plan
4. Present and discuss your financial plan

5. Implement the agreed plan

6. Review your financial plan regularly.

Want to find out more? Book a meeting.

Meet our experienced team

Director - Wealth Manager

Mark Dancer

Following a successful career in Management Consultancy, Mark joined Jim Paul & Associates Ltd in 2005.

Following a successful career in Management Consultancy, Mark joined Jim Paul & Associates Ltd in 2005. As an experienced Wealth Manager, Mark provides independent financial advice to individuals, small businesses and companies, specialising in pensions (SIPP’s), investments, Life protection and Tax planning.
Director

Andrea Dancer

After working for a large building society, Andrea joined the company over 20 years ago, working in an advisory role.

After working for a large building society, Andrea joined the company over 20 years ago, working in an advisory role. After returning to work from raising the family, she now dedicates her time to paraplanning and specialising in life cover.
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