Paul Harsum FPFS Chartered Financial Planner, heads up Sanlam’s Arete Financial Planning team. He joined Sanlam in 2013, enthusiastic to build a financial advice service that truly puts clients first and specifically separated fees for advice from product sales.
As a forward thinking business leader himself, he has found his approach has always worked particularly well with entrepreneurs and business leaders. His simple style combined with extensive knowledge and experience in his chosen field, has made him the first choice of numerous business owners and senior executives for the creation of personal plans and the building of robust investment portfolios.
Using the newest techniques and sophisticated software for plan creation and service delivery, Paul is able to effectively present plans and change them where needed. On the financial advice side, he is an expert in pensions advice, investment management and personal tax which is particularly relevant for business owners.
However all of these skills above are secondary to the creation of a targeted financial plan, designed by the client to deliver their perfect lifestyle both now and in the future.
He is passionate about his clients developing a healthy relationship with money. He believes that it is a tool which can enable clients to live the lives they want and for it to work for them, not the other way around.
He also cares deeply about the environment and fairness within our society. As a married father of two young children, he feels he has a vested interest in this area!
In 2017 Paul increased the advice team by hiring Nick Cotter Dip PFS. Nick works with a number of individuals within the creative industries/talent sector who require a somewhat different approach to that of a standard financial adviser.