Paul Ward - financial surgeries

Financial planner Paul Ward is based in Suffolk close to the Essex border. He provides face to face, bespoke pension planning, investment planning and financial planning advice.

A former police officer, he is a firm believer in building long-term relationships built on trust and understanding. A big part of that relationship is meeting face to face regularly to provide the specialist financial advice that you will need to achieve your financial goals.

Paul can help with:

• Retirement planning 
• Tax efficient investment planning 
• Investing for growth or income
• Preserving your estate for the next generation, or 
• Providing protection for you and your family or business.

He is running surgeries for all Suffolk officers and staff monthly until the end of the year. Appointments are available between 10am and 4pm on each day and you can book a place by emailing Paul or ringing him on 07984 317 795 or 01787 320 399.

Surgery dates:

2024

3 July

7 August

4 September

2 October

6 November

4 December

Paul Ward is an appointed representative of, and represents only, St James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website. 

The value of an investment with St James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.