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Our Wealth Planners

Paul Mckie

Senior Wealth Planner


Chartered Financial Planner, AFPS


I have been involved in Financial Services since leaving school, and now have in excess of 20 years-experience in this industry working within small firms as well as multi-national corporates.

I like to think I have an excellent appreciation of the market from both a technical and practical perspective, and I understand the different planning strategies that can support different types of client. I have experience working with Private clients and well as small to medium sized businesses, but irrespective of the client type I always pride myself on providing good quality service and advice.

Outside of work I am married to Diane and we have two children, Harry and Hollie. Most of my spare time is currently spent coaching Harry’s football team, and I am undertaking some of the Football Association qualifications.




Paul Mckie

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.