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Holly Mackay
Holly MackayFounder and CEO
Paul Brook
Contributor

Paul Brook

Financial Adviser

Northumberland
Paul Brook
Contributor

Paul Brook

Financial Adviser

Northumberland

Paul Brook | Financial Advicer | Boring Money Advice

About Paul Brook

I am a Financial Adviser dedicated to helping clients navigate retirement, investments, and estate planning so they can feel confident and secure about their future. Following a successful ten-year career in export sales, I transitioned into financial services to offer a trusted source of guidance. I am fluent in French and speak degree-level Spanish, which allows me to uniquely support long-term UK residents from France and Spain by explaining the complexities of the UK financial system in their native language.

Likes
Running
History
Walking holidays in the UK and abroad
Spending time with my wife and our rescued brindle lurcher, Astrid
Dislikes
Sushi (to the deep dismay of my colleagues)
Lego
Food shopping

Information

Specialisations

Investment and savings
Retirement planning
Income in retirement
Protection for your family
Estate planning and Inheritance Tax

Qualifications

CII Level 4 Diploma in Regulated Financial Planning

Fee structure

Ongoing % fee