Paul Davey

Paul joined Oakwood Asset Management in November 2018 and has over 35 years’ experience in the Financial Services Industry, holding the Diploma in Financial Planning. Having started his career with Prudential in 1985, Paul worked with a number of financial institutions leading up to 2005 when he joined Unizone Independent Financial Advisers as a Director and Financial Planner. He helped Unizone grow to become a top 100 IFA firm, who were then acquired in 2014 by a leading National IFA. With his wealth of experience Paul specialises in pre and post retirement planning, focusing mainly on pensions, investment and estate planning. Client service is a priority along with seeking value added solutions to assist clients with meeting their objectives most effectively. Paul can be contacted on 07738 106 750 or via email at Paul@oakwoodassetmanagement.co.uk