Paul Hicks

Experience

I have provided financial advice since 1989.  My new clients are primarily referred from existing clients.

A SHORT SUMMARY OF MY SERVICE TO MY CLIENTS IS:

  • First we discuss your situation and objectives;
  • I will then work on solutions after analysing your situation and objectives to illustrate where you are now and how your financial future may look, using Cash Flow Planning software;
  • You may also wish to consider what may be possible, such as retiring early, taking more holidays or helping your children out financially;
  • I will also ensure you have a safety net in the event of death or illness, to ensure your family will be ok;
  • I provide annual reviews for my clients to ensure they are still on track and make adjustments for any changes in circumstances.

 

My priority is to explain everything in plain English, so that you have a clear understanding of where you are now and how we can achieve the things that really matter to you.

Paul’s Advice Team

Neill Johnson - Mortgage & Protection Specialist

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Qualifications

Paul has obtained the following industry qualifications:

Diploma in Financial Planning (LIBF)

Contact Details

 Based at:
Goldsmiths House
10-14 Cambridge Street
Aylesbury
Bucks
HP20 1RS

Telephone: 01296 392999

Fax: 01296 392983

Email: [email protected]