7th March 2019

Paterson Financial Planning are an intimate and dynamic  financial planning firm, offering expert pension, investment and business planning with a focus on giving their clients the personal touch that a smaller firm can achieve. All of this, they say, stems from the more general belief that “small is beautiful”. The firm’s founder, Damien Paterson, offers a further description of the company, their areas of best practice, as well as their sector.


Our company’s ethos

Since the incorporation of the firm, we have maintained steady growth, even through the tough times of the financial crisis. This growth has, in the main, been from existing client referrals, and this is something we are very proud of.

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