Home › Financial Planners › Amber River SFIA › Paul Petkov
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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Find out more about Paul and the Amber River SFIA team...
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What our clients say
A client, Dorset
I have no hesitation in recommending Alan Wilson 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 Alan Wilson 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
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
Fiona and Pete Morgan, Sussex
We did not think we had enough disposable income to fund our son’s education – despite his grandparents willingness to help. Our monthly outgoings were significantly reduced, enabling the savings to be invested to pay for the give remaining school years and meaning the shortfall in our mortgage was addresses, leaving us £60 per month better off.
We did not think we had enough disposable income to fund our son’s education – despite his grandparents willingness to help. Our monthly outgoings were significantly reduced, enabling the savings to be invested to pay for the give remaining school years and meaning the shortfall in our mortgage was addresses, leaving us £60 per month better off. Fiona and Pete Morgan, Sussex
Jo and Neal Cox, Reading
Neal and I just wanted to say thank you for all of your efforts with our mortgage over the past couple of months. We had notification of completion today and a cheque which was wonderful and we have already contacted the fireplace and window companies. Thank you for patiently and flexibly working with us and being so understanding of the fact that our lives are so busy during the week. Wishing you all the best for the immediate future.
Neal and I just wanted to say thank you for all of your efforts with our mortgage over the past couple of months. We had notification of completion today and a cheque which was wonderful and we have already contacted the fireplace and window companies. Thank you for patiently and flexibly working with us and being so understanding of the fact that our lives are so busy during the week. Wishing you all the best for the immediate future. Jo and Neal Cox, Reading
Mr Gupta, Liverpool
Ken has been very helpful and professional in dealing with my ISA and pension transfer. I felt at ease when dealing with Ken as he is patient, well-mannered and a pleasure to speak to. He keeps to his word and follows up with a phone call or email to say the task has been carried out/. I will be using him for any other financial matters that may arise in the future. Well done Ken.
Ken has been very helpful and professional in dealing with my ISA and pension transfer. I felt at ease when dealing with Ken as he is patient, well-mannered and a pleasure to speak to. He keeps to his word and follows up with a phone call or email to say the task has been carried out/. I will be using him for any other financial matters that may arise in the future. Well done Ken. Mr Gupta, Liverpool
Retired lady, Hatfield
We have had the same adviser now for six years and have been very pleased with both her advice and diligence in our affairs. When my husband died recently she spent a lot of time explaining options and making necessary transfers of funds and investments as straightforward as possible. She was also able to offer my children advice about their inheritance and different options they might like to consider.
We have had the same adviser now for six years and have been very pleased with both her advice and diligence in our affairs. When my husband died recently she spent a lot of time explaining options and making necessary transfers of funds and investments as straightforward as possible. She was also able to offer my children advice about their inheritance and different options they might like to consider. Retired lady, Hatfield
Retired lady, Hatfield
We have had the same adviser now for six years and have been very pleased with both her advice and diligence in our affairs. When my husband died recently she spent a lot of time explaining options and making necessary transfers of funds and investments as straightforward as possible. She was also able to offer my children advice about their inheritance and different options they might like to consider.
We have had the same adviser now for six years and have been very pleased with both her advice and diligence in our affairs. When my husband died recently she spent a lot of time explaining options and making necessary transfers of funds and investments as straightforward as possible. She was also able to offer my children advice about their inheritance and different options they might like to consider. Retired lady, Hatfield
Robert Bailey, London
I found my adviser to be highly perceptive and intelligent at our introductory meeting. She weighted 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.
I found my adviser to be highly perceptive and intelligent at our introductory meeting. She weighted 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. Robert Bailey, London
Robert Bailey, London
I found my adviser to be highly perceptive and intelligent at our introductory meeting. She weighted 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.
I found my adviser to be highly perceptive and intelligent at our introductory meeting. She weighted 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. Robert Bailey, London
Sesui Group Pension Scheme, Oxford
The team at Sesui would like to thank you for your time and advice on the company pension scheme. They found the sessions very informative and easy to understand and as a result are all very happy to join and contribute the maximum they can.
The team at Sesui would like to thank you for your time and advice on the company pension scheme. They found the sessions very informative and easy to understand and as a result are all very happy to join and contribute the maximum they can. Sesui Group Pension Scheme, Oxford
Sesui Group Pension Scheme, Oxford
The team at Sesui would like to thank you for your time and advice on the company pension scheme. They found the sessions very informative and easy to understand and as a result are all very happy to join and contribute the maximum they can.
The team at Sesui would like to thank you for your time and advice on the company pension scheme. They found the sessions very informative and easy to understand and as a result are all very happy to join and contribute the maximum they can. Sesui Group Pension Scheme, Oxford
Mark Whittaker, Stamford
We were looking for some independent advice and reached out to SFIA, principally in relation to school fees planning. The advice we have received has always been well considered and presented and there has never been any suggestion that we are experiencing any sort of ‘hard-sell’. My adviser has been extremely efficient and thorough and the relationship has developed into one of great trust. He is incredibly responsive and his advice is always properly tailored to our needs.
We were looking for some independent advice and reached out to SFIA, principally in relation to school fees planning. The advice we have received has always been well considered and presented and there has never been any suggestion that we are experiencing any sort of ‘hard-sell’. My adviser has been extremely efficient and thorough and the relationship has developed into one of great trust. He is incredibly responsive and his advice is always properly tailored to our needs. Mark Whittaker, Stamford
Mark Whittaker, Stamford
We were looking for some independent advice and reached out to SFIA, principally in relation to school fees planning. The advice we have received has always been well considered and presented and there has never been any suggestion that we are experiencing any sort of ‘hard-sell’. My adviser has been extremely efficient and thorough and the relationship has developed into one of great trust. He is incredibly responsive and his advice is always properly tailored to our needs.
We were looking for some independent advice and reached out to SFIA, principally in relation to school fees planning. The advice we have received has always been well considered and presented and there has never been any suggestion that we are experiencing any sort of ‘hard-sell’. My adviser has been extremely efficient and thorough and the relationship has developed into one of great trust. He is incredibly responsive and his advice is always properly tailored to our needs. Mark Whittaker, Stamford
Margaret Olive, Salisbury
I have had the same financial adviser for a number of years and trust his advice. I always feel that I can ask any number of questions and can seek clarification when I forget a response.
I have had the same financial adviser for a number of years and trust his advice. I always feel that I can ask any number of questions and can seek clarification when I forget a response. Margaret Olive, Salisbury
Margaret Olive, Salisbury
I have had the same financial adviser for a number of years and trust his advice. I always feel that I can ask any number of questions and can seek clarification when I forget a response.
I have had the same financial adviser for a number of years and trust his advice. I always feel that I can ask any number of questions and can seek clarification when I forget a response. Margaret Olive, Salisbury
Mr Blake
My wife and I have used Adrian for over a decade. He is incredibly knowledgeable and always helps me to get the best deal. It's evident that he has my best interests as motivation. I couldn't recommend SFIA highly enough.
My wife and I have used Adrian for over a decade. He is incredibly knowledgeable and always helps me to get the best deal. It's evident that he has my best interests as motivation. I couldn't recommend SFIA highly enough. Mr Blake
Mr Blake
My wife and I have used Adrian for over a decade. He is incredibly knowledgeable and always helps me to get the best deal. It's evident that he has my best interests as motivation. I couldn't recommend SFIA highly enough.
My wife and I have used Adrian for over a decade. He is incredibly knowledgeable and always helps me to get the best deal. It's evident that he has my best interests as motivation. I couldn't recommend SFIA highly enough. Mr Blake
Mr Lazenby
I have used the SFIA group to assist with school fee planning. I’ve found them to offer detailed advice, routes and approaches to manage my finances around school fees, and generally, around investment strategies.
I have used the SFIA group to assist with school fee planning. I’ve found them to offer detailed advice, routes and approaches to manage my finances around school fees, and generally, around investment strategies. Mr Lazenby
Mr Moss, Ilminster
We have been customers of SFIA for more than 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds, and investments.
We have been customers of SFIA for more than 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds, and investments. Mr Moss, Ilminster
Mr and Mrs Youngman, Bury
We are so pleased to have had the value of SFIA’s splendid service. For us, this transaction brings enormous relief and reassurance. Complex and emotional matters were explained with great clarity. We feel able to trust SFIA and we look forward to further contact as the years roll by.
We are so pleased to have had the value of SFIA’s splendid service. For us, this transaction brings enormous relief and reassurance. Complex and emotional matters were explained with great clarity. We feel able to trust SFIA and we look forward to further contact as the years roll by. Mr and Mrs Youngman, Bury
Mr and Mrs Youngman, Bury
We are so pleased to have had the value of SFIA’s splendid service. For us, this transaction brings enormous relief and reassurance. Complex and emotional matters were explained with great clarity. We feel able to trust SFIA and we look forward to further contact as the years roll by.
We are so pleased to have had the value of SFIA’s splendid service. For us, this transaction brings enormous relief and reassurance. Complex and emotional matters were explained with great clarity. We feel able to trust SFIA and we look forward to further contact as the years roll by. Mr and Mrs Youngman, Bury
Dr Hanlon, Oxford
Cheryl 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.
Cheryl 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 Hanlon, Oxford
Dr Hanlon, Oxford
Cheryl 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.
Cheryl 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 Hanlon, Oxford
Colin, Bucks
Outstanding
OutstandingColin, Bucks
Colin, Bucks
Outstanding
OutstandingColin, Bucks
Lisa Clarke
I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received.
I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received. Lisa Clarke
Lisa Clarke
I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received.
I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received. Lisa Clarke
Lisa Clarke
I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received.
I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for the amazing service we have received. Lisa Clarke
Chris, London
SFIA’s flexible plan maximised our tax free interest and made school fees affordable, as well as assuring the continuity of private education for our children.
SFIA’s flexible plan maximised our tax free interest and made school fees affordable, as well as assuring the continuity of private education for our children. Chris, London
Mark Birtwhistle, Saffron Walden
Paul has always put the financial interests of our family first. I could not ask more from a financial adviser.
Paul has always put the financial interests of our family first. I could not ask more from a financial adviser. Mark Birtwhistle, Saffron Walden
Mark Birtwhistle, Saffron Walden
Paul has always put the financial interests of our family first. I could not ask more from a financial adviser.
Paul has always put the financial interests of our family first. I could not ask more from a financial adviser. Mark Birtwhistle, Saffron Walden
Julie Mellor, Bracknell
I just wanted to say a huge thank you for organising my mortgage, you made everything so simple and it all went very smoothly. I will certainly be recommending you to any friends that looking to purchase properties, thanks again!
I just wanted to say a huge thank you for organising my mortgage, you made everything so simple and it all went very smoothly. I will certainly be recommending you to any friends that looking to purchase properties, thanks again! Julie Mellor, Bracknell
Fiona Reynolds, Banbury
Cheryl from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl.
Cheryl from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl. Fiona Reynolds, Banbury
Fiona Reynolds, Banbury
Cheryl from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl.
Cheryl from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl. Fiona Reynolds, Banbury
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
Retired couple, Winchester
We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances.
We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances. Retired couple, Winchester
Richard & Falmai Youngman, Bury
We are so very pleased to have had the value of your splendid service. For us this transaction brings enormous relief and reassurance. You explained these complex and emotional matters with great clarity and as such we are entirely confident this was a wise decision. We feel able to trust you. We look forward to further contact as the years roll by.
We are so very pleased to have had the value of your splendid service. For us this transaction brings enormous relief and reassurance. You explained these complex and emotional matters with great clarity and as such we are entirely confident this was a wise decision. We feel able to trust you. We look forward to further contact as the years roll by. Richard & Falmai Youngman, Bury
Richard & Falmai Youngman, Bury
We are so very pleased to have had the value of your splendid service. For us this transaction brings enormous relief and reassurance. You explained these complex and emotional matters with great clarity and as such we are entirely confident this was a wise decision. We feel able to trust you. We look forward to further contact as the years roll by.
We are so very pleased to have had the value of your splendid service. For us this transaction brings enormous relief and reassurance. You explained these complex and emotional matters with great clarity and as such we are entirely confident this was a wise decision. We feel able to trust you. We look forward to further contact as the years roll by. Richard & Falmai Youngman, Bury
Mr A Reis, Salisbury
My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others.
My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others. Mr A Reis, Salisbury
Mr A Reis, Salisbury
My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others.
My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others. Mr A Reis, Salisbury
Neale Moss, Ilminster
We have been customers of SFIA for over 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds and investments. We would have absolutely no hesitation in recommending the services of SFIA and its advisers to potential clients as they have never let us down.
We have been customers of SFIA for over 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds and investments. We would have absolutely no hesitation in recommending the services of SFIA and its advisers to potential clients as they have never let us down. Neale Moss, Ilminster
Jackie, Surrey
Faced with the almost impossible task of financial public school fees for our two bouts, we contacted SFIA. The level of service was frankly outstanding. Their adviser called at a time to suit us (8pm), took all our details and went away to come up with a financial plan. As a result we can not only afford the school fees but can keep our holidays too. Life for us will almost remain the same. Truly amazing. Our sincere thanks to all the team!
Faced with the almost impossible task of financial public school fees for our two bouts, we contacted SFIA. The level of service was frankly outstanding. Their adviser called at a time to suit us (8pm), took all our details and went away to come up with a financial plan. As a result we can not only afford the school fees but can keep our holidays too. Life for us will almost remain the same. Truly amazing. Our sincere thanks to all the team! Jackie, Surrey
Mr Gardner
For over a decade, Adrian has made getting mortgages and remortgages a simple process. His communication is excellent, both in explaining my options and in updating me on any progress. Most importantly, I know that when he says he can deliver a solution, he will.
For over a decade, Adrian has made getting mortgages and remortgages a simple process. His communication is excellent, both in explaining my options and in updating me on any progress. Most importantly, I know that when he says he can deliver a solution, he will. Mr Gardner
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
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
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
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