BSc(Hons), DipPFS
Independent Financial Adviser
Fleet
As an Independent Financial Planner with over 20 years of experience, I provide comprehensive financial planning solutions to individuals and families to help build, protect, and sustain their financial well-being.
I provide jargon-free financial advice focusing on building and protecting the wealth and financial health of my clients. My independent status means I can offer advice on all aspects of financial planning using products from across the whole market.
My areas of expertise include –
- Investment & Wealth Management
- Pension & Retirement Planning
- Lifetime & Later-Life Financial Planning
- Wills and Power of Attorney
- Personal Protection
My approach focuses on providing bespoke financial recommendations and exceptional ongoing service, fostering long-term relationships. I guide clients through life events – whether planned milestones or unforeseen challenges – helping to achieve their aspirations and navigate financial complexities with confidence.
I am based in Fleet, Hampshire but regularly travel throughout the South East seeing my clients.
Let’s have an initial chat to see how I can help achieve your financial goals enabling you to live the life to want to.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Contact Paul Kemsley, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.