Paul Callaghan

Private Wealth Director

Paul has worked for the company for the last 7 years. Paul specialises in working with British and Australian senior executives and lawyers currently living outside of their home country.

Paul provides his clients with cross-border financial planning that takes into account tax, currency, and legal implications. This is provided not only for the country in which they currently reside but also where they are likely to reside and settle in the future. Paul will take time to understand you and your family’s unique set of circumstances, attitudes to money, and financial and life objectives. He will then formulate a strategy and work with you to achieve these objectives with the aim of securing a lifetime client relationship with you.

Areas of Expertise

Retirement Planning

Inheritance Tax Planning

Succession Planning

Tax Structuring

Investment Review

Insurance & Family Protection

Private Client Wealth and Estate Planning

Qualifications & Awards

CISI RQF Level 3 in Financial Planning

Regions Covered

  • Europe Excluding UK