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Based at
Position
Serving clients in
Dorset, South Coast
Paul Wykes
Chartered Independent Financial Planner
Paul provides holistic financial advice to clients and works hard to maintain long-term relationships built on trust. He ensures his clients' financial affairs are easy to understand so they have clarity and peace of mind on their position, and provides regular reviews that help keep their plans on track.
Having been a main tour snooker professional for 16 years, and accredited coach, he still enjoys the occasional frame or two and is still a century breaker – just! He also enjoys travelling with his wife and long walks at his local beach. He has two sons and two (ageing) English Bulldogs that keep his on his toes.
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A quick guide to understanding financial planning jargon
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Are Annuities a Good Investment?
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How much life insurance do I need?
Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?
4 May 2023
Should you consolidate your pensions?
Pension consolidation simply means combining two or more pensions into a single pot. There are several reasons why this might be worthwhile
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What does a financial planner need to know about you?
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What is Life Landscaping®
We have one simple purpose: To enrich the lives of those we meet.
Find out more about Paul and the Amber River SFIA team...
Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Their advisers aim to build a lasting relationship with clients. They take pleasure in witnessing them achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way.
What our clients say
Alice, St Albans
A consolidated school fees plan with a pension funded by my business provided instant access to fund, solving my cashflow problems, while the accrued pension lump will enable me to pay the school fees and any outstanding mortgage.
A consolidated school fees plan with a pension funded by my business provided instant access to fund, solving my cashflow problems, while the accrued pension lump will enable me to pay the school fees and any outstanding mortgage. Alice, St Albans
Ms Saini
We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns.
We’ve been with the SFIA group for many years. They’ve always been great and helpful with any concerns we’ve had in regard to our investment and finances. Aman is extremely professional and knowledgeable, and she takes a full interest in her clients and their concerns. Ms Saini
A client, Dorset
I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it.
I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it. A client, Dorset
Mr Hewland, London
It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund.
It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund. Mr Hewland, London
Dr Caroline Hanlon, Oxford
The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals.
The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals. Dr Caroline Hanlon, Oxford
Mr Bailey, London
My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance.
My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance. Mr Bailey, London