Get to know the people behind your plan. Different backgrounds, shared attention to what matters to you.
Paul brings experience across the UK and Switzerland, spanning foreign exchange, property and private banking. He qualified in financial advice in 2010 and founded Piccadilly Wealth in 2020. Also a qualified mortgage broker, Paul brings a broad perspective to helping clients plan for their financial future with greater clarity.
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Martin is a Chartered Accountant and financial adviser with experience in investment banking and wealth management since 2004. He helps clients bring their investments, retirement plans and wider financial goals together. His approach draws on this background to make financial decisions clearer and support planning for the years ahead.
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Paul brings experience in corporate treasury and debt capital markets, including roles at Barclays Investment Bank and BNY Mellon. He uses this background to help clients understand their options and navigate financial decisions. His financial planning focuses on bringing their finances together around retirement and their wider personal goals.
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Tom helps clients build financial plans around their circumstances, priorities and long-term goals. His background in investment analysis and economics informs his approach to pensions, investments and retirement planning. He holds a First-Class Honours degree in Business Economics and helps clients understand how their financial decisions support their future.
Tim combines financial planning knowledge with communication skills developed over more than 20 years as a teacher and musician. Also a qualified mortgage broker, he helps clients understand their options and plan around their long-term goals. His approach brings financial advice and clear explanations together around each client’s circumstances.
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Zac brings six years of experience advising clients across Switzerland and Europe. A Diploma-qualified financial adviser, he helps individuals and families plan across borders. His advice covers investments, retirement and tax-efficient wealth planning, shaped around each client’s circumstances and goals.
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Let’s work out the right questions together.