Paul Burnell

Financial Planning Consultant at Quilter Financial Advisers

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DipFA

E: paul.burnell@quilterfa.com

T: 0800 849 1279

LinkedIn: Paul Burnell

 

Paul is a diploma-qualified financial adviser who provides face-to-face advice on pensions, investments, insurances and mortgages.

Paul is based near Andover in Hampshire. He offers a free initial consultation at a time and place to fit around your busy lifestyle.

Paul has been working in the local community since 2010, offering advice to both individuals and businesses.

Paul can help you with:

Holistic financial planning

Establishing and reviewing trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments

Portfolio planning
ISAs
Unit trusts
Investment trusts
Investment bonds
Offshore bonds

Pensions

Personal pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance

Home contents insurance
Buildings insurance

Life cover

Whole of life and term assurance protection

Medical

Private medical arrangements
Critical illness insurance

Income

Permanent health insurance (also known as income protection)

Mortgage placement and arranging for:

First-time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:

Fixed-rate deals
Discounted
Variable and flexible
Capped and or collared


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The FCA does not regulate buy-to-let mortgages.

Trusts are not regulated by the FCA.

What people say

Hear what people have to say about Paul Burnell

Paul Burnell has been my financial advisor for the past three years now, his expertise has been second to none in that time. He's always available and can answer the slightest query in the blink of an eye. I have recommended him to a number of my acquaintances too, I would not have done that if I hadn't been completely satisfied with the service he's provided over the past few years.

Melanie Comley

I was very impressed with the professional, no pressure, thorough service I received from Paul at Charles Derby on pensions and investments. With Paul looking after my financial interests, I am confident that I am in safe hands.

Ms May, Dorset