Paul Sweaton
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Paul Sweaton Email & Phone Number

Executive Chair - Vision Independent Financial Planning at Vision Independent Financial Planning Ltd
Location: United Kingdom 3 work roles
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Role
Executive Chair - Vision Independent Financial Planning
Location
United Kingdom
Company size

Who is Paul Sweaton? Overview

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Quick answer

Paul Sweaton is listed as Executive Chair - Vision Independent Financial Planning at Vision Independent Financial Planning Ltd, a with 56 employees, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Paul Sweaton.

Paul Sweaton previously worked as Executive Chair at Vision Independent Financial Planning Ltd and Chief Executive Officer at Vision Independent Financial Planning Ltd.

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Email format at Vision Independent Financial Planning Ltd

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Vision Independent Financial Planning Ltd

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Profile bio

About Paul Sweaton

Paul Sweaton is a Executive Chair - Vision Independent Financial Planning at Vision Independent Financial Planning Ltd. Colleagues describe them as "I found Paul to be a true leader in his field with excellent Management and Communication skills, Dynamic,and futuristic, with a down to earth practical approach with his Clients inspiring them to break free from the old institution of Banking traditions. With his extensive Knowledge in Banking and investments Paul and his Team have a way of Inspiring us all to develop new ways of Banking and Financial planning for a more secure future." and "I joined part of Paul's Network, Vision Independent Finanical Planning Ltd in September 2010. I have benefited and grown as an adviser having access to Paul's knowledge and experience within the investment arena of managing high net worth clients. Paul has also been a major influence and mentor to developing my own career. I have opened my own office and small network within Paignton, for which I cannot thank him enough for the support and advice he has given to me. Being… Show more"

Current workplace

Paul Sweaton's current company

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Vision Independent Financial Planning Ltd
Vision Independent Financial Planning Ltd
Executive Chair - Vision Independent Financial Planning
falmouth, cornwall, united kingdom
Website
Employees
56
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3 roles · 27 years

Paul Sweaton work experience

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Executive Chair

Current

London, England, United Kingdom

As Executive Chairman, Paul is responsible for the strategic plan and growth ambitions of Vision IFP. Paul’s tenure as co-founder and CEO from the firms inception in 2008 through to 2024 resulted in assets under advice in excess of five billion. A multi award winning, proven leader in corporate strategy and implementation.

Feb 2024 - Present

Chief Executive Officer

Vision Independent Financial Planning is an award winning national Independent Financial Advice network.As Chief Executive, a proven leader and entrepreneur, Paul along with his Co-Founder has created one of the most dynamic and expanding IFA firms in the UK which now has some of the very best advisers throughout the United Kingdom.Paul has been a regular financial columnist in the press, and you will also find Paul and his Vision colleagues quoted in the local and national press… Show more Vision Independent Financial Planning is an award winning national Independent Financial Advice network.As Chief Executive, a proven leader and entrepreneur, Paul along with his Co-Founder has created one of the most dynamic and expanding IFA firms in the UK which now has some of the very best advisers throughout the United Kingdom.Paul has been a regular financial columnist in the press, and you will also find Paul and his Vision colleagues quoted in the local and national press which has included the Financial Times publications. Show less

Sep 2008 - Feb 2024

Senior Premier Manager

South West

Providing a full holistic independent financial planning service to High Net Worth clients and companies. Ranked as the number one HSBC Premier IFA in the United Kingdom in 2008 before Co-founding Vision Independent Financial Planning which has become one of the UK’s leading IFA Networks with multiple national awards.Paul was also a member of the HSBC Talent Pool.

2000 - 2008 ~8 yrs
Team & coworkers

Colleagues at Vision Independent Financial Planning Ltd

Other employees you can reach at visionifp.co.uk. View company contacts for 56 employees →

FAQ

Frequently asked questions about Paul Sweaton

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What company does Paul Sweaton work for?

Paul Sweaton works for Vision Independent Financial Planning Ltd.

What is Paul Sweaton's role at Vision Independent Financial Planning Ltd?

Paul Sweaton is listed as Executive Chair - Vision Independent Financial Planning at Vision Independent Financial Planning Ltd.

Where is Paul Sweaton based?

Paul Sweaton is based in United Kingdom while working with Vision Independent Financial Planning Ltd.

What companies has Paul Sweaton worked for?

Paul Sweaton has worked for Vision Independent Financial Planning Ltd and Hsbc.

Who are Paul Sweaton's colleagues at Vision Independent Financial Planning Ltd?

Paul Sweaton's colleagues at Vision Independent Financial Planning Ltd include Russell Metherell, Becky Timmins, Jo Boulden, Callum Mcgovan, and Nikki Allen.

How can I contact Paul Sweaton?

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