Paul Monk
Chartered Independent Financial Adviser
Paul is a dedicated and highly qualified Chartered Financial Adviser who has been helping clients navigate their financial journeys since 2007. After beginning his career in banking, he transitioned into advisory roles in 2018, bringing with him a deep understanding of financial planning from multiple perspectives. He joined Furnley House in August 2021, where he continues to support clients in achieving their financial goals.
With a Level 6 Diploma in Financial Advice and specialist qualifications in later-life planning and pension transfers, Paul is committed to continuous learning and staying ahead of the ever-changing financial landscape. His expertise spans education funding, retirement planning, and inheritance tax strategies, ensuring clients receive clear, practical, and tailored advice. Known for his ability to simplify complex financial matters, Paul takes pride in helping clients make informed decisions with confidence.
Outside of work, Paul treasures time with his wife and two daughters, enjoying family adventures whenever possible. He’s also an active member of his local tennis club, where he participates in both social events and competitions.
