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Paul Davey

Owner, Unizone Financial Solutions

Paul Davey is the Investment Director and Adviser at Unizone Financial Solutions with over 25 years of experience in the industry.

He specializes in business, retirement, estate, trust, and tax planning advice, working with various Insurance Companies, Fund Management Groups, and Offshore Companies.

Paul's background includes working for renowned companies such as GE Life, Skandia, Flemings, and Scottish Life International.

In his capacity at Unizone, Paul is involved in developing investment solutions for clients, launching investment funds, and overseeing the Model Portfolio Service in collaboration with Elevate and Ingenious Asset Management.

He leads the Investment Committee, conducting research to select and monitor preferred fund managers and funds for the Best Buy List.

Unizone Financial Solutions focuses on offering personalized financial advice tailored to meet the individual needs of clients, without engaging in hard selling practices.

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Location

Greater Ipswich Area