Paul Trahearn

Trainee Financial Adviser

Paul joined us in February 2023 as he made a career change from his previous ‘life’ as a teacher of 14 years. Paul is a fully qualified financial adviser, holding the CII Diploma in Regulated Financial Planning (DipPFS) and is currently undertaking our rigorous training to be able to advise clients independently in the near future.

When not in the office, Paul is kept busy by his two young children! He enjoys long walks in the country, gardening and travelling.

Get to know Paul

What’s the best thing about doing your job?

Knowing that you have made a real difference to a client’s future.

What was your first job?

When I was a student, I worked as a customer service assistant at Sainsbury’s.

What’s at the top of your bucket list?

I would like to visit Australia and New Zealand.

What one thing is guaranteed to make your day better?

Sunshine.

Getting in touch is easy

If you have questions, please contact us using the form below and our expert team will get back to you.