Paul Bullivant
CeFa, CeMAP, DipFA
Paul has worked within the Financial Services industry since 1996. Spending the majority of his career providing financial advice to clients.
He is experienced in helping clients navigate through life’s financial journey from building up assets and savings, protecting their objectives and aspirations, helping to ensure a safe and enjoyable retirement and making sure that they can manage and then cascade their wealth for future generations.
Specialisms:
About
Paul likes to provide emphasis on regular client service, in a relaxed and friendly but professional manner. He has spent the last 10 years working predominantly with Agricultural and Farming clients in Kent, Sussex and Surrey and has a great understanding of the issues that Farmers currently face. Prior to this he worked with a number of Large Banks predominantly with their High Net Worth clients.
Paul prides himself on providing not only the utmost in customer service but also relationships with his clients that are built to last.
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.
