Paul Raper Email & Phone Number

Straightforward financial advice. That’s what I offer. If you want to know more then let's talk - call me on 07919 440460I am passionate about tax efficient investments and can convey complex and sophisticated solutions in an easy to understand manner. I like to think that I am bringing financial advice into the 21st century through the use of technology - making access to your investments incredibly transparent (you don't need to be a fund manager to read a graph!)Helping people plan for retirement is the majority of what I do, which involves looking at where people are now, creating a plan and goals within a relevant timeframe and then helping people implement that plan in the most tax efficient way.Too often people leave financial planning til the last minute, which means there is too little time to make changes - my advice is to pick up the phone and schedule a meeting with me. Most of my clients feel happier in the knowledge that they now have a plan and can visualise that they will have enough income in retirement to live a lifestyle they aspire to. I should add that there's no cost for the initial conversationsExpect a slick, modern and clean service...Always happy to chat no matter how small the query...Telephone: 07919 440460Email: paul@heblethwayte.com Heblethwayte Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register.Registered Office: Garforth Farm, Nunburnholme, York, YO42 1QZ. Tel: +44 7919 440460Registered in England and Wales. Registration number 09728500Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. I offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers).

Listed skills include Investments, Pensions, Financial Services, Wealth Management, and 44 others.

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  Director

  Heblethwayte Wealth Management

  Feb 2024 - Present

  Our comprehensive suite of services, including Investments, Pensions and Retirement Planning, Wealth Protection, and Trust and Estate Planning, is designed to cater to every facet of your financial journey. (The FCA does not regulate IHT and trusts.)Our philosophy is built on a foundation of deep understanding, not just of markets and financial instruments, but of the dreams and aspirations that drive our clients. We believe in a holistic approach to wealth management, where every strategy is tailored to the individual's unique circumstances and long-term goals. From growing your wealth through savvy investment strategies to protecting it against unforeseen events and ensuring it is passed on according to your wishes, Heblethwayte Wealth Management is dedicated to providing you with peace of mind and securing your legacy for generations to come. At Heblethwayte Wealth Management, your financial aspirations become our blueprint for success. We invite you to experience the difference that comes from working with a firm that values history, embraces the future, and is passionately committed to achieving your financial goals. Let us guide you through the complexities of the financial world, with bespoke solutions that are as unique as you are. Join us on a journey towards financial empowerment and legacy building, where your vision for the future becomes our shared mission Heblethwayte Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register.Registered Office: Garforth Farm, Nunburnholme, York, YO42 1QZ. Tel: +44 7919 440460Registered in England and Wales. Registration number 09728500