Paul Cleworth

Director & Financial planner

T: 01582 720511

M: 07909 534049

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Paul is one of the co-founders of Wealth Matters in 2001 and is committed to communicating the unique proposition the firm has developed.

Paul’s degree was in American studies and he spent some time working in the USA before returning to the UK and choosing a career in financial advice. He met Julian when they both worked at Canada Life, and became an independent financial adviser in 2000. He qualified as a financial planner in 2005.

Paul’s interests include his family, golf, cricket, films and travel.

I really enjoy the human interaction part of my job. Financial planning is not about being stuck behind a desk on a computer, but instead about talking to people, helping individuals and families to make the most of their finances. I like to offer solutions, to add value and to help my clients save money, minimise tax and feel confident about their decisions. By producing and presenting a bespoke financial game plan I can help my clients reach their financial goals and from this I get great satisfaction. Helping my clients make smart decisions with their monies whilst providing on-going service and advice is the crux of what we do.”

Paul’s financial qualifications

2011: IMC - Investment Management Certificate Volume 1: The Investment Environment
2009: attained Diploma in Financial Planning – use of Dip PFS after name
2009: passed J05 – Pension Income Options Exam
2009: awarded CF1, CF2, CF3, CF4, CF5, CF6 by the CII
2008: passed J01 – Tax Planning Exam
2007: passed J04 – Pensions Funding Options Exam
2002: passed all continuous assessments authorising individual to operate as an Independent Financial Adviser
2002: approved as a competent Independent Financial Adviser
2001: authorised to conduct business as an Independent Financial Adviser
2000: Certificate in Mortgage Advice & Practice (CEMAP) Pass with merit
2000-2001: Certificate for Financial Advisers (CEFA) parts 1, 2, and 3 (Fully qualified financial adviser)