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Paul Crossan
Paul Crossan

Paul Crossan
Chartered Financial Adviser

I joined Hargreaves Lansdown in 2011 and have over 20 years of experience in financial services. I specialise in retirement planning, wealth management and estate planning.

I joined Hargreaves Lansdown in 2011 and have over 20 years of experience in financial services. I specialise in retirement planning, wealth management and estate planning.

Expertise

Financial planning Pensions and retirement planning Investment management Estate planning and inheritance tax planning

Qualifications

  • Advanced Diploma in Financial Planning
  • Associate of the Personal Finance Society

Region and method of advice

Based in Manchester, I can provide in-person meetings with clients in the surrounding area. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment. The process normally starts with a telephone consultation to better understand if I can help.

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Based in North West

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In-person meetings

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Phone and Video call

Region and method of advice

Based in Manchester, I can provide in-person meetings with clients in the surrounding area. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment. The process normally starts with a telephone consultation to better understand if I can help.


Approach and experience

My philosophy is built around trusted relationships. I can help anyone who’s unsure about making important financial planning decisions and looking to gain confidence and reassurance working with a professional financial planner. The first step is getting to know your unique circumstances and goals, then I assess where I can add value.

I aim to cut through the financial jargon and take a meticulous approach to client consultations, breaking them into several sessions to provide ample time for listening, discussion, reflection and evolution. My aim is to advance at the pace that suits you and to provide comprehensive recommendations that suit your specific needs.

I have always found Paul very engaging to converse with and to listen to, well organised and professional at all times.

A firm bond of trust and integrity has developed over the years and as a result I value his professional judgement and cogent assessment of financial matters.

I seem to retain a cautious feeling of security and contentment of my personal finances following our annual reviews each autumn.

In short, I feel my finances are always in a safe pair of hands”

Mr Ward

Personal interests

I spend my free time with my young family enjoying meals out and travel. I enjoy keeping active and spending time in the garden, I also enjoy following Scottish football.