An Associate Partner Practice of St. James's Place Wealth Management

Paul Mayhew Wealth Management

Paul Mayhew

My purpose is to help clients towards their financial stability and success, now and into the future. I aim therefore to build enduring relationships with my clients, founded upon good faith and trust. I believe that an exceptional financial plan is based on a solid understanding of my clients’ goals and priorities in life – and I tailor financial solutions to meet those unique circumstances. I work with people and small businesses across London and the home counties.

About

I thrive upon helping my clients meet their goals, via a personalised and well-structured ‘Financial Life Plan’. I firmly believe that one’s financial aims are there only to fulfil a purpose. So a good financial plan starts with understanding the life goals it aims to support - for you and your family, now and into the future. Our goals in life will change over time, and so making sure that we maintain our financial plans is equally important. Some of my clients call this ‘Financial Life Coaching’. Fundamental to this is the enduring relationships which I build with each of my clients - regardless of whether your finances are already well established, or indeed if you’re looking to start building those foundations.

When I first meet new clients, they often ask me what this plan will look like. The answer is of course unique to each individual – but quite commonly we will consider:

  • Today – how can we make sure your personal finances are optimised and stable right now?
  • What if? – how can we protect you, and those around you, in the event of the unforeseen?
  • What next? – how can we ensure your future financial stability, throughout your working life and onwards into retirement?
  • What after? – how can we plan efficiently for what you leave behind you?

The first twenty years of my career were spent in IT services, the latter stages as a Director of my own limited company. I have been a satisfied client of St. James's Place since these days of my prior career. I have an extensive track record of operating a business, and the freelancer way of working. I can offer financial advice to contractors and directors in IT and other industries, which is founded on first-hand experience. I have been working in Financial Services now for over six years.

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