Paolo, a Chartered Financial Planner with over 30 years experience, is a compassionate financial planner and an exceptional human being. Known for his meticulous attention to detail, he leaves no stone unturned when it comes to serving his clients.

With his caring nature, Paolo goes above and beyond, always striving to exceed client expectations. He believes that financial planning isn’t just about numbers; it’s about understanding and supporting your dreams and aspirations.

Paolo is dedicated to providing thorough guidance tailored to each client's unique needs, ensuring no detail is overlooked. He invests time and effort in every client relationship, committed to delivering personalised solutions that go the extra mile.

Beyond financial expertise, Paolo is genuinely interested in the well-being of his clients, embodying a caring approach that extends beyond the balance sheets. Working with him, you'll find a trusted partner who is not only an outstanding financial planner but also a genuinely great person.

Dan joined PR Financial in September 2023 after leaving a position held at another financial services firm based in Newquay, Cornwall for over 22 years. He brings a high level of technical knowledge which will enable him to support the business and our existing clients.

Dan has recently been selected to join Openwork’s flagship Route to Principal programme. This course has been designed to develop potential future leaders and Principals across the Openwork Partnership.

What sets Dan apart is his thoughtful methodology. He prioritises listening and understanding clients' unique aspirations and financial goals. This attention to detail enables him to design tailored financial strategies that align perfectly with clients' needs.

Clients trust Dan for his knowledge and conscientious approach. Whether it's navigating investment options or planning for the future, he ensures that clients feel informed, empowered, and confident in making their financial decisions.