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. 


Book a meeting with Paul