Paul Harwood-Jones

Associate Consultant

Paul is newer to the financial industry, having joined the practice in May of 2022. Previously working in the education and healthcare industries as a teacher and personal support worker respectively, Paul learned many transferable skills that have helped him become successful in his new field. Paul has the ability to break down and clearly communicate complicated ideas to clients in multiple ways, ensuring they fully understand their situation especially when it comes to tax consequences, estate planning and insurance protection. Paul is currently pursuing his CERTIFIED FINANCIAL PLANNER® designation and is always looking for ways to expand and build on his education in a variety of fields.

Community involvement is also very important to Paul, who has been volunteering with the Big Brother program since he was in high school. Also possessing the passion for sports and coaching, Paul is an avid golfer, fisherman, archer and axe thrower.
 

Request an appointment