Paul Kelly
I’m passionate about helping individuals and families live the lives they aspire to, while providing them with a lasting sense of financial wellbeing. I believe the strongest relationships are built on trust, respect, and loyalty - values I bring to every client partnership.
Life is a journey of learning, and I’m committed to continuous professional development to ensure I provide the best guidance possible. I am a Fellow of the Chartered Institute for Securities and Investments (CISI), as well as a Chartered and Certified Financial Planner™ - an internationally recognised standard of excellence in financial planning. I look forward to continuing this journey and helping my clients reach their financial goals along the way.
I couldn’t do any of this without the support of my wonderful wife, Emma, our children Freya and Sebbie, and our Westie, Fogle. When I’m not working, I enjoy spending time with family and friends, cycling, playing golf, and long country walks that usually end with a well-earned stop at the local pub.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
