Paul Swales
DipPFS
I am a family oriented individual, with over 30 years of financial experience behind me, formerly as a Chartered Management Accountant, and for the last 3 years as a Financial Adviser. Having worked in the corporate world and predominantly in a service oriented industry, I know first hand that client servicing is everything, which is why clients are at the heart of everything I do.
I truly believe that everyone should be able to have access to insight and information, simply explained, that informs and guides, improving education, which is why I support businesses who place importance on improving the financial wellbeing of their employees.
About
I set up my own Practice in 2023 to continue the journey I started 3 years ago to help improve financial education, and deliver straight forward, honest and easy to understand financial advice to those who need it. The business is called Beacon Financial Planning as the service I deliver is focused on life planning, and really understanding what is important and how to make the biggest impact. I light the way forward, guiding clients on their journey.
At Beacon Financial Planning, I take the time to understand how you want your future to look, no matter how aspirational, then bespoke a plan to meet your circumstances to deliver on your needs. I provide you peace of mind with your personal and business finances. I make it easy for you to understand but also robust enough to provide security in whatever lifestyle you have planned now and in the future.
I live with my wife, Jo, in Milton Keynes, and we have 3 children between us. We love nothing more than spending time with friends and loved ones, camping and enjoying the outdoors, and recently acquired Martha, our VW Campervan.
I love to cook all different cuisines, and will happily spend hours in the kitchen. I also love to play golf (badly), and along with my younger son, follow MK Dons locally, as well as coaching his U12's football team.
Very much a WYSIWYG type of person, I like to simplify things, and I am very down to earth in my approach and nature.
Testimonials
The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
