Paul Wallis Financial Solutions Limited

Paul Wallis Financial Solutions Limited
specialises in financial planning for private clients, trustees and small businesses.

As Independent Financial Advisers we are able to draw on a wide range of innovative solutions and products from across the marketplace to meet our client’s needs.

Individuals

We advise on all aspects of personal finance including Mortgages, Life & Critical Illness Cover and Income Protection, Pensions and Retirement Planning, Investments, Savings, Equity Release and Inheritance Tax mitigation.

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Trustees

Trustees can benefit from investment advice and planning that is specifically designed to help them meet their investment objectives in a cost effective manner.

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Corporate

We work with Directors of small businesses to ensure that their business is suitably protected were they unable to work through illness or injury.

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Registered in England and Wales No. 07299070 Registered Address: 7 Ringlestone House, Tarragon Road, Barming, Maidstone, Kent ME16 0FP

Paul Wallis Financial Solutions Ltd is an appointed representative of Paradigm Financial Advisers Ltd, Paradigm House, Brooke Court, Wilmslow, Cheshire SK9 3ND which is authorised and regulated by the Financial Services Authority.

The Financial Services 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

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The information within this website is subject to the UK Regulatory Regime and is therefore primarily targeted at Customers based in the UK. Paul Wallis Financial Solutions Limited is an appointed representative of Pardigm Financial Advisers Limited which is authorised and regulated by the Financial Services Authority. Paradigm Financial Advisers Ltd is entered on the FSA register under reference 497604.