Sales Director and part owner of the business and has over 30 years experience in financial advice. He is responsible for the sales and advice that the business provides to its customers. Paul has 4 sons and a daughter and is committed to providing good long-term financial and investment advice.
Dan is a Director and Advisor specialising in Pension Advice he is committed to achieving chartered status one of the highest qualification for IFA's. Dan has been providing advice to clients for over 15 years. He is a keen sportsman and plays for Midsomer Norton Cricket Club and when he is not playing Cricket, he is out with his family or playing Golf.
Alex is Paul's Personal Administrator and keeps Paul organized. She has worked for the company for 14 years and is a mother of two daughters. She spent several years as a Brownie Guider and was on the school PTA but now enjoys personal fitness classes, socialising and enjoys travelling.
Joanne is new to the team, previously working for Bank of Ireland UK (formerly Bristol & West Building Society) for 26 years. She has joined Abbot Associates in 2021 for a new challenge as an Administrator.
In her personal time she likes reading, music, yoga and history.