Paul Hubbert
Independent Financial Adviser, Furnley House
Paul Hubbert brings a wealth of experience and a genuine passion for client well-being to his role at Furnley House. Joining the team in December 2020, Paul's financial journey began in 1978, with a 36-year tenure at Lloyds Bank.
Paul holds professional qualifications in Banking and Financial Services. His dedication to professional growth is underscored by achieving the CII Diploma in Financial Planning.
In his role at Furnley House, Paul excels at getting to know clients, understanding their needs, and crafting solutions to simplify their lives and achieve their goals. His effectiveness stems from a wealth of life experience and a communication style that prioritizes listening as much as speaking.
Outside of work, Paul values socialising and places importance on physical fitness, maintaining a gym membership for both health and well-being. As a rugby enthusiast, he enjoys watching live matches.
Reviews
I like the regular contact and annual assessment. Paul is very knowledgeable and easy to talk to.
Richard
April, 2024
Friendly, professional and diligent.
Brian
November, 2023
Provided a clear illustration (suitability report) which was much better than any other companies we'd looked at
Mark
August, 2023