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Back to The Team Paul Reid

Paul Reid Dip PFS, Cert CII (MP), IMC

Investment Manager and Wealth Manager

Paul's focus is always on the client. "Understanding a client's needs and objectives and then delivering a solution to meet them" is always key in any discussion.

As well as advising his own clients, Paul has a key role within the Investment Management team, bringing his knowledge and skills to the fore in managing our client portfolios and heading the team on a day-to-day basis

Paul holds the Investment Management Certificate (IMC) alongside his Dip PFS and Cert CII (MP) qualifications. The culmination of a year of study, the IMC is an FCA approved competency examination that tests knowledge of the regulations and practices of financial markets, the categories of securities and the principles of investment management.

Paul is a fitness enthusiast and enjoys family life with his wife, daughter and son. Paul states that his greatest ambition is to live long and be happy and healthy.

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Latest News

  • When you think of retirement planning, pensions are probably the first thing that comes to mind. Most people have a pension through their employer and have contributed for at least part of their working life. [...]

  • As the economy starts to take tentative steps towards recovering from the pandemic, inflation has become a key area of concern. [...]

  • Sustainability is an important measure of a company’s credibility, whether the industry is food production, travel, or fashion. It has become increasingly relevant to the investment process, as companies aim to operate more ethically, and consumer appetite for sustainable investing has risen. [...]

  • Just over a month since the Budget, what does it mean for you? We have highlighted the key points to note, following Chancellor Rishi Sunak's announcement [...]

  • Getting divorced is one of the most stressful life events you can experience. You need to consider living arrangements, splitting of assets, custody of children – and that’s before thinking about the emotional toll it can take. [...]

  • A strong estate plan can help to reduce tax, protect your legacy, and ensure that more of your money passes to your loved ones. The decisions can be difficult, but once in place, your estate plan will make things easier for you and your family later in life. [...]

  • In financial planning, we often have to prompt our clients to think about worst-case scenarios. This is not always a pleasant exercise, as no one likes to think about their own mortality or the loss of a partner. [...]

  • Delivering the Budget in Parliament on 3 March 2021, Chancellor of the Exchequer Rishi Sunak said, ‘This Budget meets the moment with a three-part plan to protect the jobs and livelihoods of the British people. [...]

  • While no one likes to think about death or ill-health, a few simple decisions now can help you keep control of your assets and reduce stress for you and your loved ones later in life. [...]

  • The concept of buying low and selling high is well known. Achieving this consistently will inevitably result in profit. The ‘secret’ is knowing when to buy and sell. An investor may believe that a particular company is likely to do well following an event in the news. The consensus is that the share price will increase and that the investment will perform well if bought at the right time. [...]

  • Tax planning does not stop at retirement. When you have spent a lifetime working, it’s only natural to want to make the most of your hard-earned money. [...]

  • Financial planning can be complex, and the best solution for one person often doesn’t work as well for someone else. It’s easy to become focused on investment returns, when really, this forms only part of the picture. [...]

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