Paul Lockwood

BSc (Econ), MA, CeFA, CeMAP, DipFA

Financial Adviser

Paul joined Portfolio in June 2019 after spending 10 years with Santander.

He has worked in finance and insurance since leaving Aberystwyth university with a degree in Political Studies and holds a level 4 Diploma in Financial Advice. He is currently studying towards the Level 6 Chartered qualification.

He also holds a Masters degree in Philosophy from the Open University.

He is passionate about offering quality face to face advice to all his clients and likes to explain things in an easy to understand way.



He is married and lives in Llanelli with his wife and 3 young children.

In what little spare time he has, he enjoys listening to records, watching films and reading.