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Paul Sanders
Paul Sanders
About
Paul joined the private Office in 2011 and is now a Partner working out of our London office. He primarily covers areas across the South East, including Stratford-upon-Avon, Ipswich and Reading, but also occasionally works from our Leeds office and has several clients in Yorkshire. He advises on all aspects of financial planning, investments, retirement, protection, and succession planning. As a Chartered Financial Planner, he offers his clients a truly bespoke plan with personal benchmarks to help achieve their goals, as tax efficiently as possible, with independent advice at the heart of it.
With experience covering a wide range of private clients including high net-worth individuals, families, attorneys, charities, and trusts, Paul takes pride in both identifying and understanding each of his client’s objectives with empathy and clarity.
In 2022 Paul was named in the 2022 PAM Top 40 Under 40 list, which highlights rising stars in financial planning, in recognition of his work supporting our internal adviser training. He was acknowledged by PAM again in 2024, this time making it onto their NextGen Leaders list. As a result of the valuable support he offers his clients, he has been a VouchedFor top rated adviser for the past few consecutive years.
Paul is an associate member of the Personal Finance Society and holds other financial planning qualifications such as a certificate in Life & Pensions Diploma in Financial Planning. Before joining The Private Office, he studied Business and Management Studies at Leeds Business School.
When he is not supporting his clients with their financial goals, Paul enjoys learning languages, travelling, all kinds of sports and spending time with his two young daughters.
Areas Of Expertise
- Retirement planning
- Charity investment management
- Inheritance tax planning
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Financial Planning
- Award in Pensions Update
- Certificate in Life & Pensions Diploma in Financial Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Paul works from our office in central London and has clients in areas such as:
Paul Sanders locations
Paul Sanders map
- Ipswich
- Felixstowe
- Great Missenden
- Bedford
- Twickenham
- Weybridge
- Reading
- Stratford-upon-Avon
- Farnborough
- Halifax
- Hull
- Altrincham
At a glance
- Chartered Financial Planner
- Associate member of the Personal Finance Society
- Expert in Life and retirement planning for high-net-worth clients
- VouchedFor Top Rated Adviser 2021-2024
Paul has helped me think about my options and scenarios looking at retirement age options/income, maximising my pension contributions and investing into an ISA also to support retirement age options. Paul is available when I need him, we have planned meetings and also adhoc quick messages should I have any questions, Paul is always quick to respond and extremely helpful. Can't really suggest what could have been done better.
December 2023
Paul is a very personable individual and makes the subject of financial planning easy to understand. I feel more confident about TPO looking after my investments than other external company advisors I have used in the past who haven't been very reliable.
November 2023
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Paul's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Paul is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
- Named in the 2024 PAM NextGen Leaders list.
- Named in the 2022 PAM Top 40 Under 40
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.