Paul Orrey

Chartered Financial Planner & Chartered Wealth Manager

What matters most to our team both at work and in personal time:

Professionally – in an ever-changing world, working with clients (both existing and new) to achieve their goals and objectives through holistic financial planning. I enjoy contributing to local Radio podcasts on pension matters.

Personally – I enjoy current affairs, reading and visits to the theatre. I also like long walks, usually with well-deserved refreshments at the end.

My experience

I am a Fellow of the Personal Finance Society and the Chartered Insurance Institute and have been working in financial services for over 35 years, specialising in

  • Pension planning
  • Investment planning
  • Estate planning
  • Protection planning


  • Chartered Financial Planner
  • Chartered Wealth Manager


Meet the rest
of our team

As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.

Meet the team

Get in touch today

We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.

T. 01223 233331


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