Paul Whiteman

Paul joined Logic Wealth Planning in November 2023, and has been working in Financial Services for over 10 years. With extensive experience working in the public and private sector, Paul is looking forward to applying this knowledge to the Company and learning all aspects of the business going forward.

In his role as Administrator, Paul provides ongoing help and support to our Financial Advisers, colleagues, and our much-valued clients. Liaising with Providers and clients daily enables him to acquire the relevant information needed for the Administration Team to process Annual Review Reports, Suitability Reports, and many other essential compliance related tasks. Paul is very customer focused and enjoys building a strong rapport with all our clients and is always looking to help them meet their ongoing objectives.

In his spare time Paul enjoys running and trains several times a week with Middleton Harriers, easily achieving mileage of 30-40miles weekly. He ran his first marathon in 2016 and he’s now completed an impressive total of 14 marathons to date (as at May24), visiting a wide range of locations all over the globe – Manchester (twice), Athens (twice), Edinburgh, Dublin, Paris, Berlin, Stockholm, Valencia, London, Amsterdam, New York and San Francisco. Paul still has more marathon locations in mind, with Tokyo and Sydney both at the top of his wish list. It only seems a matter of time before he’s racing there – watch this space for more details!