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Our Wealth Planners

Paul Harsum

Senior Wealth Planner

Qualifications:

Chartered Financial Planner, APFS

Biog:

I believe that, despite all the negativity in the press, we are fortunate to be living when and where we do. We live in a country where hard working people can achieve the kind of lifestyles that they aspire for themselves and their families.

I joined Sanlam in 2013 from St. James’s Place Wealth Management after 5½ successful years at that firm. Prior to that I was a Senior Finance broker working with owners and directors of SME businesses looking to make important capital purchases for their firms.

I like to think I have helped numerous busy, hardworking people to become financially independent of work over the years, enabling them to live the lives they want - whether it’s travelling around the world on a yacht, acquiring the Menorcan luxury villa or simply ensuring that school fees are covered. It 's a great feeling!

Contact:

getintouch@sanlam.co.uk

Testimonials:

I have always found Paul to be thoughtful, lateral-thinking, competent and knowledgeable in his field, and believe that he truly 'gets' what I'm looking for in terms for my investment, aims and outlook. He isn't afraid to take a contrary view, but his suggestions are invariably sound and well thought-out. I would have no hesitation in recommending Paul and look forward to working with him in the future.

Paul Chapman Owner, HornbyChapman

I chose Paul to manage my private pension and ISA funds due to his clear explanation of investment options, his broad knowledge of fund managers/performance and global trends and his personable yet non-intrusive interaction style. In the last three years Paul has consistently updated me on performance in a timely manner and proactively suggested portfolio changes, with sound rationale. I also appreciate Paul's understanding when investment amounts need to change for other priorities and, whilst exploring alternative service offerings, not aggressively selling additional services. As such, I would recommend Paul to those seeking private pension and fund management advice.

Stephen Price

Paul Harsum

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.