Client Adviser
Paul is a Client Adviser, having joined in 2016. He advises entrepreneurs, families, charities and trusts both in the UK and overseas. Before joining Rothschild & Co, he worked for four years as a Management Consultant at Deloitte across multiple sectors. Paul holds an Economics degree from the London School of Economics, the CIMA Certificate in Business Accounting, and is a CFA Charterholder.
Insights
No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.