Paul Neary

Paul has over 20 years’ experience in the industry, having worked in financial services in Australia, the UK and Ireland. He holds a business degree from ATU, alongside the Irish financial planning designations QFA and RPA, the UK Investment Management Certificate (IMC), and the globally recognised Chartered FCSI status.

Paul helps company directors, busy professionals and families take greater control of their financial future. He specialises in turning corporate profits into tax-efficient private wealth and setting up efficient pension structures. He also helps clients protect themselves and their families when adversity strikes, reduce personal income tax bills, and build robust inheritance plans.

Paul brings extensive experience from his time in Australia and the UK, while delivering advice without the confusing jargon often associated with the industry. He focuses on clear next steps, explains complex solutions in a way that makes sense, and helps clients build a bespoke plan that fits their life.