Paul Stokes

WORK HISTORY

SKILLS

ABOUT PAUL STOKES

I’m a Chartered Fellow and Chartered Wealth Manager with over 26 years’ experience across financial planning, wealth management and asset management.Throughout my career, I’ve worked with individuals, families and businesses at every stage of their financial lives, from early planning conversations through to complex, long-term strategies. Alongside advising clients directly, I’ve also designed investment propositions, led international teams and held senior board-level roles within the financial services industry.That breadth of experience has shaped how I approach financial planning today. I believe great advice is about far more than technical expertise. It’s about listening carefully, understanding what matters most, and bringing clarity to decisions that can otherwise feel complex or overwhelming.I place a strong emphasis on joined-up thinking, long-term relationships and doing the right thing for clients, even when that means slowing things down or asking better questions. Robust, compliant planning matters, but so does empathy, trust and clear communication.My focus is on helping individuals, families and businesses gain confidence in their financial decisions and build plans that genuinely reflect their priorities, values and ambitions.