Paul Harsum
Founder, Fellow of the Personal Finance Society & Chartered Independent Financial Adviser
Paul's details
Qualifications
Accreditations
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Fellow of the Personal Financial Society
Fellowship of the Personal Finance Society (PFS) is the most prestigious level of professional achievement. The PFS is the professional body for the financial planning profession in the UK. As part of the Chartered Insurance Institute group, it is aligned with its Royal Charter that requires it secures the confidence of the public.
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Chartered Financial Adviser
Chartered status is awarded to those planners that have demonstrated a commitment to rigorous professional standards. It is considered the gold standard accreditation in financial planning.
Choosing a Chartered financial planner means you can be confident that you are dealing with one of the UK’s leading financial planners and someone who is wholly committed to providing you with the highest levels of advice, service and support.
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European Financial Planner
The European Financial Planning Association (EFPA) is one of the largest and most respected professional licensing, standard setting and certification bodies for financial advisers in Europe . EFPA has a code of professional ethics with which certificate holders must comply.
About Paul
I joined Sanlam in 2013 and founded Sanlam’s financial planning team “Sanlam Arete Financial Planning” in 2017. I was motivated by a desire to build a financial advice service that truly puts clients first. I wanted to create a business that specifically separates fees for advice from financial product sales – something that makes us distinctive and appealing to clients.
As well as being the Managing Director of the firm, I am a Chartered Financial Adviser. I specialise in advising clients on how to make a return on their money, minimise tax and maximise their pensions.
All of my work with clients is undertaken within the context of building a motivational and totally bespoke financial plan.
The part of my job I enjoy the most...
Helping clients realise their true financial situation.
As a trusted Financial Adviser I get to help people make some of the most important decisions of their lives. Helping them to achieve their most compelling lifestyle objectives is incredibly rewarding.
When I'm not at work, you'll find me...
In an ideal world, on the beach and surfing with my wife and children. In reality, hiking and cycling through the countryside with my family.
I’m a voracious reader of all things politics, economics and sci-fi and care deeply about the environment, the future of lifestyle and work in the 21st century and fairness within our society. As a married father of two young children, I have a vested interest in this area!
Important information
Firms and individuals must be authorised by the Financial Conduct Authority (FCA) to carry out regulated financial service activities. Our FCA number is 960483. You can see our details of our FCA registration here.
All financial advisers and planners in the UK must meet certain professional standards and requirements set out by the FCA. One of these requirements is to hold a Statement of Professional Standing (SPS).
You can view my SPS here.
