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Paul Baker
Paul Baker
Senior Associate

Hi, I'm Paul Baker

Paul Baker Senior Associate Holborn Assets

Paul is a Certified Financial Planner and a member of the Financial Planning Institute of South Africa. He believes in holistic financial planning and understands that all clients are different. He takes the time to educate his clients and provides tailor-made solutions to fit their needs and budget.

Employment History
Employment Hightlights
Qualifications

Employment History

Paul is a Certified Financial Planner and member of the Financial Planning Institute of South Africa. He has been in the finance industry since 2007, working his way up from an assistant to a Portfolio Manager and then Operations Manager for a large brokerage in Cape Town.

No two clients are the same, and Paul specializes in providing bespoke solutions to fit individual’s needs and budgets.

Paul moved to Dubai in March 2016 with his then-pregnant wife Lauren. The couple was proud to welcome their son Jonathan to the world in July 2016. Paul is a focused advisor, family man and friend.

Being a new dad, Paul has recently entered a new stage of his personal financial planning and uses his own experiences to help his clients. Having personally suffered short-term injuries and being exposed to critical illnesses and permanent disabilities within his family and close circle of friends, he has seen both sides of the coin.

Having studied and worked in the South African market for over 8 years, Paul fully understands the local products, laws and taxes and uses this knowledge to the benefit of his expat clients.

More about Me

Married

Married Lauren Baker in December 2013. The couple has just welcomed their first child, Jonathan, to the world on 3 July 2016. Paul has a blog called

Hobbies

At the moment Paul is enjoying being a dad, so that is taking up most of his spare time. Lauren and he are avid travelers; they have a special place in their heart for Italy, where Paul asked Lauren for her hand in marriage.

Extra Curricular

Paul tries to run and stay fit when he can and has completed a couple of half marathons with his sights set on the Dubai Marathon in 2017. Paul is a keen cricketer and plays football when he has the time.

What My Clients Say

Tilly Moodley

The way you treat your clients deserves a mark of 200% +, you’re always very helpful and all information is fruitful, simple to understand and delivered with no delays.

Hilary-Sherice Browne
Hello there! I would like to give a shout out to an angel in the form of Paul Baker. Thank you for taking the time to accommodate me (to stamp my many, many documents at short notice - twice). If anyone needs the help of a CFP® who is kind and caring, don't hesitate to contact Paul! And read his blog it is really helpful!!

Alan Moscrop – Retired

Over many years, Paul has advised me on what insurance I should take and also what not to take. He and his team have always been friendly and efficient in our dealings and I wouldn’t hesitate in recommending his services.

 

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