Paul Mcmullan Email & Phone Number | I have worked in financial services since 2006 in various roles I have been working at Succession since March 2020, helping numerous individuals from all walks of life and very differing needs and objectives. Prior to this I was a financial planner at Grant Thornton providing advice to the partners of the business. I have also worked in Employee benefits dealing with company pension schemes and flexible benefits. I enjoy meeting clients and working closely with them to develop a financial plan which will help achieve their financial and lifestyle objectives. I have a holistic approach to financial planning, meaning that I review clients whole situations to make sure they receive advice in the area most suited to their needs. My client base is very diverse ranging from young professionals just starting their financial planning journey to older clients who may be looking to retire or protect the values of their estates for future generations. My aim is to attain chartered status over the next few years and continue to grow and develop relationships with both my current clients and new ones. Away from work, I am very active, I enjoy cooking, sports and other outdoor activities. I am also kept busy by my two children.

Paul Mcmullan

I have worked in financial services since 2006 in various roles I have been working at Succession si...
Bristol, England, United Kingdom

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Paul Mcmullan’s Location Bristol, England, United Kingdom

Paul Mcmullan’s Current Industry Succession Wealth

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Wealth Planner

2020-03-01 00:00:00 - Present

Partner Wealth Advisory Manager - Wealth Advisor

2018-09-01 00:00:00 - 2019-12-01 00:00:00

Paraplanner

2017-05-01 00:00:00 - 2018-08-01 00:00:00

Account Executive

2008-06-01 00:00:00 - 2013-04-01 00:00:00

Team Supervisor

2006-03-01 00:00:00 - 2008-06-01 00:00:00

Sales Representative

2005-03-01 00:00:00 - 2006-03-01 00:00:00

Shift Manager

2002-06-01 00:00:00 - 2004-08-01 00:00:00

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Paul Mcmullan is a I have worked in financial services since 2006 in various roles I have been working at Succession since March 2020, helping numerous individuals from all walks of life and very differing needs and objectives. Prior to this I was a financial planner at Grant Thornton providing advice to the partners of the business. I have also worked in Employee benefits dealing with company pension schemes and flexible benefits. I enjoy meeting clients and working closely with them to develop a financial plan which will help achieve their financial and lifestyle objectives. I have a holistic approach to financial planning, meaning that I review clients whole situations to make sure they receive advice in the area most suited to their needs. My client base is very diverse ranging from young professionals just starting their financial planning journey to older clients who may be looking to retire or protect the values of their estates for future generations. My aim is to attain chartered status over the next few years and continue to grow and develop relationships with both my current clients and new ones. Away from work, I am very active, I enjoy cooking, sports and other outdoor activities. I am also kept busy by my two children.

Paul Mcmullan has prior
experience in the following industries:
Grant Thornton | Sanlam | Unum | Capita | Cobra Group Consultancy | Subway

Paul Mcmullan has the following professional experience:
Succession Wealth | Grant Thornton | Sanlam | Unum | Capita | Cobra Group Consultancy | Subway