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Paul Moat Email & Phone Number
Director - Financial Planner
at
Grey Street Wealth LTD
1 work email found
@bankofscotland.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Financial Planner
Location
Newcastle Upon Tyne, England, United Kingdom
Who is Paul Moat? Overview
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Quick answer
Paul Moat is listed as Director - Financial Planner at Grey Street Wealth LTD, based in Newcastle Upon Tyne, England, United Kingdom. AeroLeads shows a work email signal at bankofscotland.com and a matched LinkedIn profile for Paul Moat.
Paul Moat previously worked as Senior Partner - Financial Planner at Grey Street Wealth and Senior Financial Adviser at Explore Wealth Management Ltd. Paul Moat holds Advanced Diploma, Financial Planning Process, Pass from Chartered Insurance Institute.
Company email context
Email format at Grey Street Wealth LTD
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{first}{last}@bankofscotland.com
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AeroLeads found 1 current-domain work email signal for Paul Moat. Compare company email patterns before reaching out.
Profile bio
About Paul Moat
As a Financial Planner I organise your finances and project the results of your savings and investments so you can see how well prepared you are for retirement. I also help you make decisions with your money that will help you reach your financial goals as efficiently as possible.
Listed skills include Private Banking, Finance, Wealth Management Services, Financial Advisory, and 27 others.
Current workplace
Paul Moat's current company
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Grey Street Wealth Ltd
Website
AeroLeads page
9 roles · 25 years
Paul Moat work experience
A career timeline built from the work history available for this profile.
Senior Partner - Financial Planner
CurrentI help clients to plan for their financial future.I use Cashflow Modelling to show how their retirement / future can potentially look with their current savings and investments. I help clients to review their current pension and Investments to make sure they remain cost effective and the most appropriate investment for them. I ensure we keep all pensions and investment tax efficient as possible and reviewed them regularly to make sure we can achieve our plan.
May 2019 - Present
Senior Financial Adviser
I specialise in private client advice to business owners, directors and the retired. I provide specialist advice to clients on managing their money in the most profitable and secure way. I have a keen interest in giving investment advice in relation to pensions.
Aug 2018 - May 2019
Wealth Planning Adviser
We are an Independent Wealth Management Firm covering all areas of financial planning such as Inheritance Tax Planning, Investment Portfolio Management and Retirement Planning. My area of expertise is private client investments, retirement planning and key person protection.
May 2016 - Aug 2018
Financial Planner
I provide clients with Independent Wealth Management on the following areas;Inheritance Tax PlanningInvestment Portfolio Management Retirement Planning Personal Injury Trust InvestmentsCorporate Financial Planning
Mar 2013 - May 2016
Private Banking Manager
As a Private Banking Manager I manage a portfolio of HNW individuals and a number of Trusts. I offer a broad range of holistic Wealth Management and bespoke Lending. I have expert knowledge in Banking, Private Lending and Wealth Management. Banking – I can offer bespoke Current Accounts, Instant Access Savings and Fixed term bonds including Market Linked Deposits.Private Lending – I have experience in residential lending, Home Mortgages and Buy to Lets. I can offer Bridging facilities for property purchases through our flexible account. I am experienced in leveraging against Investment Portfolios for family gifts or property purchases. Wealth Management – I have access to Discretionary Fund Management through our Investment Portfolio Service. We also offer full financial planning in Inheritance Tax Planning, Trust Management through our specialised Trust Centre and Pension Planning. I have a Diploma in Regulated Financial Planning (Dip PFS), Diploma in Specialised Lending and Certificate in Mortgage Advice and Practice (CEMAP). SpecialtiesWealth Managment, Business Development, Private Banking Lending and Private Banking
Jul 2008 - Mar 2013
Local Business Manager
I actively managed a portfolio of SME offering advice and a range of lending / banking products.
Aug 2005 - Jul 2008
Personal Banker
Oct 2003 - Aug 2005
Customer Adviser
2002 - 2003
~1 yr
11 education records
Paul Moat education
Advanced Diploma, Financial Planning Process, Pass
Advanced Diploma, Investment Planning, Pass
Certificate, Discretionary Investment Management, Pass
Advanced Diploma, Retirement Income Planning, Pass
Pension Transfers
Pension Update, Pass
Certificate In Life And Pensions - Long Term Care, Pass
Diploma In Regulated Financial Planning, Financial Planning And Services
Advanced Diploma, Advanced Specialised Lending
Certificate, Certificate In Mortgage Advice And Practice
Education record
St Cuthberts R C High School
FAQ
Frequently asked questions about Paul Moat
Quick answers generated from the profile data available on this page.
What company does Paul Moat work for?
Paul Moat works for Grey Street Wealth LTD.
What is Paul Moat's role at Grey Street Wealth LTD?
Paul Moat is listed as Director - Financial Planner at Grey Street Wealth LTD.
What is Paul Moat's email address?
AeroLeads has found 1 work email signal at @bankofscotland.com for Paul Moat at Grey Street Wealth LTD.
Where is Paul Moat based?
Paul Moat is based in Newcastle Upon Tyne, England, United Kingdom while working with Grey Street Wealth LTD.
What companies has Paul Moat worked for?
Paul Moat has worked for Grey Street Wealth Ltd, Grey Street Wealth, Explore Wealth Management Ltd, Gale And Phillipson, and Perspective Financial Group Ltd.
How can I contact Paul Moat?
You can use AeroLeads to view verified contact signals for Paul Moat at Grey Street Wealth LTD, including work email, phone, and LinkedIn data when available.
What schools did Paul Moat attend?
Paul Moat holds Advanced Diploma, Financial Planning Process, Pass from Chartered Insurance Institute.
What skills is Paul Moat known for?
Paul Moat is listed with skills including Private Banking, Finance, Wealth Management Services, Financial Advisory, Asset Management, Wealth, Financial Services, and Relationship Management.
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