Paul Heslop

Areas of expertise

Paul specialises in:

Defined Benefit Transfer Specialist

Estate Planning

High Net Worth Families and Individuals

Experience

I have been at Evelyn Partners for over 12 years and for over 30 years in the industry.
As well as being a Private Client adviser I am the Managing Partner of for the Thames Valley Office.
I look after a range of families and clients providing holistic financial planning advice and guidance on the most suitable investment solutions.

Notable client work and achievements

I look after a client book of around 75 family groups with c£140m invested ranging in size from £500,000 to £17.5m.

Professional qualifications and memberships

Chartered Financial Planner, Fellow of the Personal Finance Society (FPFS)