Meet our team

Paul Bartlett  - Founder & Senior Adviser
DipPFS, Cert CII (MP), BEng (Hons),

Paul is the founder of Piccadilly Wealth Management, and also acts as a senior advisor.  He started his career in foreign exchange markets, before moving onto property investment and qualifying in financial advice and stockbroking in 2010.

 

Paul spent 8 years in Switzerland, working in private banking and financial advice before returning to the UK in 2018.

 

Paul holds the Diploma in Regulated Financial Planning, as well as the CII Certificate in Mortgage Advice. 

Paul draws on his extensive experience and knowledge to cover all aspects of financial planning and investments, and he is able to quickly understand the needs of his clients and work with them to find solutions. 

  • LinkedIn - White Circle
Stephen Fox  - Senior Adviser 
DipPFS, Cert CII (MP), APMI, BA (Hons),
stephen-fox_edited_edited.jpg

As well as acting as a senior advisor for Piccadilly Wealth Management, Stephen runs a successful Lifestyle Financial Planning business in the North West of England.

 

Stephen joined Financial Services following 11 years within the Aerospace industry within a Project Management / Financial Management role eventually opting to work in the city as a Stockbroker before migrating onto Lifestyle Financial Planning later in his career.

Stephen holds the Diploma in Regulated Financial Planning, as well as the CII Certificate in Mortgage Advice and Equity Release.

Stephen’s key area of expertise is his ability to tailor his approach to all and he evidences this by working closely with both the elderly and the happily retired right through to active business owners and high net worth individual clients.

  • LinkedIn - White Circle