Paul has now joined H&D Financial Planning Limited where he continues to provide advice to clients.


Further details of H&D Financial Planning Ltd can be found here: https://hdfp.co.uk along with contact details.
Paul would like to thank his clients, past and present, for their business and loyalty

Paul Wallis achieved Chartered Status in January 2017.

Chartered Mark
Gold Standard

Our company was awarded the Pension Transfer Gold Standard in April 2019.

Registered in England and Wales No. 07299070 Registered Address: 89 Holtye Crescent Maidstone Kent ME15 7DD

Paul Wallis Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate taxation and trust advice

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors might not get back the full amount invested.

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

There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £750

Equity Release: This is a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR 0800 023 4567

www.financial-ombudsman.org.uk