Paul is a seasoned professional with more than 30 years’ experience in the financial services sector. A chartered banker by profession he has held a number of senior management positions and comes with a strong private banking / wealth management background. Having spent a considerable amount of his working life dealing in the foreign exchange, bond and equity markets he specialises in the structuring and management of investment portfolios and pension assets. A strong advocate of holistic financial advice
and tailored investment advice Paul offers private clients, companies and trusts a complete solution to their financial planning requirements. He specialises in expat financial advice.
As well as looking after the wealth management needs of high net worth clients Paul has been busy developing the Fiduciary Wealth brand into a complete cross border tax and wealth management advisory service for expatriate clients. In recent years he has been focusing his efforts on developing tax mitigation strategies as part of an overall wealth management service to expats.
Despite the lack of a scouse accent Paul is a die hard follower of Liverpool FC. He enjoys all sports, reading, gardening, travelling and spending quality time with his family.
Paul Correa is a member of the OpesFidelio Network of advisers.