Paul Wallis Financial Solutions Limited
specialises in financial planning for private clients, trustees and small businesses.

As Independent Financial Advisers we are able to draw on a wide range of innovative solutions and products from across the marketplace to meet our client’s needs.

Paul Wallis achieved Chartered Status in January 2017. Click on the Charter Mark to find out more.

Our company was awarded the Pension Transfer Gold Standard in April 2019. Click on the Gold Shield to find out more.

Registered in England and Wales No. 07299070 Registered Address: Suite 12, 50 Churchill Square, Kings Hill, West Malling, Kent ME19 4YU

Paul Wallis Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate taxation and trust advice

The value of investments and income from them can fluctuate (this may partially be the result of exchange rate fluctuations) and investors might not get back the full amount invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £750

Equity Release: This is a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk