Paul Monk
Chartered Independent Financial Adviser, Furnley House
Paul Monk is a dedicated financial professional who joined Furnley House in August 2021. Paul's finance journey began in 2007, initially in banks before transitioning to advisory roles in 2018.
Paul's educational path is centered around advice qualifications, showcasing his commitment to continuous learning. He holds a Level 6 Diploma in Financial Advice and is Chartered, with additional qualifications in later life planning and pension transfers.
In his role as an IFA, Paul excels in advising clients on effective planning for goals such as education funding, retirement, and inheritance tax planning. His technical knowledge and understanding, backed by advanced qualifications, set him apart. Having worked in various areas of finance before focusing on advisory roles, Paul excels in translating complex technical aspects into clear and concise explanations for clients.
Outside of financial services, Paul prioritises family time, enjoying adventures with his two daughters and wife. He actively engages in his local tennis club, participating in both social events and competitions.
Reviews
Paul is friendly and he provided easy to understand explanation of our current and future options.
Philip
March, 2024
Paul was great, from day one I felt comfortable, he explained everything I needed to know and more
Mick
December, 2023
Paul's response to my questions, answered quickly and efficiently with easy to understand explanations.
John
November, 2023