Paul D Wilson DipPFS 

Investments | Pensions | Retirement Planning | Protection

Financial Planner

Paul has been a financial adviser for over 25 years during this time he has held various senior positions including managing director of his own firm. Paul says that the purpose of what he does is to make a positive difference, one family (or business) at a time. This is what inspires him and gets him out of bed in the morning. To contact Paul please call our Kenilworth office on 01926 800135. 

About

When he is assessing the needs of the client he focuses on what is important to them about their money and then takes into account their unique situation.  He is proud of the number of clients that have been loyal to him over many years and feels that this is a reflection of how he spends as much time listening as he does talking as well as the service and attention to detail he offers to all his clients.

Qualifications

Level 4 Diploma in Financial Planning with extensive experience In Pensions, Investments and all aspects of Financial Planning.

What the Riverfall team say

“The King of Kenilworth, master of the long term client relationship, just by being himself”

Client Testimonials

“I am continually impressed by Paul’s efficiency and expertise as well as that of the Riverfall team. Thanks to Paul, I can once again look forward to my retirement and enjoy the travelling I have planned.”

“Ever since I commenced my career I’ve had the comfort of knowing Paul who ensured I had the proper level of life and health protection. He has also assisted me with my changing mortgage, savings and retirement planning needs. Paul’s advice throughout the years has put me in a strong financial position today.”

“I have known Paul for nearly twenty years during that time, he has advised me on all financial matters, investments, pensions and mortgages. Under Paul’s careful stewardship my investments have grown and been successfully steered through the global economic malaise of the last few years. His advice has been timely, well balanced, researched and always beneficial.”

“I have used the services of Paul Wilson since 2009. Throughout this time he has helped me enormously with a wide range of financial matters. He has consistently considered my circumstances and acted in my best interest. I would have no hesitation whatsoever in recommending Paul Wilson of Riverfall Financial to others.”

“I have known Paul for a number of years and have had dealings with him in the past. When I came into the money I invested with you – that should say everything I need to say”

“Paul Wilson was very polite and friendly I would recommend him to anyone. He has always been very helpful whenever I needed to see him”

“Paul was very good and helpful all the time. We are very happy in total”

“The financial services industry is unbelievably complicated so finding a financial adviser you can trust is paramount. Paul Wilson’s approach of long term commitment and annual reviews is so important and he’s shown infinite patience coming up with options and reviewing alternatives. You won’t get a hard sell, just in depth industry knowledge, good advice and old fashioned service”

“18 months ago, I was fortunate enough to inherit a substantial sum of money and realized that I needed some advice. I went to see Paul at Riverfall Financial in Kenilworth and after several meetings he assessed my attitude to risk and came up with a plan that would secure long term growth of my investment. I can only say that Paul is an expert in what he does and I would highly recommend his services to anyone”

“Paul deftly and confidently guided us through the recent tough economic times. He has been able to interpret the larger economic picture as it impacts on one’s personal financial situation. Take an appropriate interest in one’s personal life situation while at the same time keeping focused on identified goals. Honest, reliable, ethical and highly recommended”

“Paul has been my financial adviser for around 20 years.  I have relied on his advice during this time and have not been disappointed. He listens, and is patient and fully understood my position. Paul has acted in my best interests and shows empathy and support in a very professional and friendly manner”

Live the life you want