Meet the team

We combine expertise with a personal approach, working closely with you to guide your financial choices and help you achieve your goals.

Paul Dovey

Founder and Managing Director
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About Paul

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Qualifications

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • Diploma in Regulated Financial Planning

    This meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • Certificate in Equity Release

    This meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

  • AF1 Personal Tax and Trust Planning

    This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

  • AF3 Pension Planning

    This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

  • AF5 Financial Planning Process

    This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

  • NSC Non-Unit Specific Credit

    This credit recognises prior learning or qualifications achieved outside the CII framework that contribute towards the overall credit requirements for a CII qualification.

  • R01 Financial Services, Regulation and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 Investment Principles and Risk

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • CF3 Financial Protection

    This examination assesses a knowledge and understanding of financial protection plans.

  • CF6 Mortgage Advice

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

  • CF8 Certificate in Financial Planning and Long-Term Care Insurance

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

  • ER1 Equity Release

    This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Professionally

Paul started his career in financial services just before the Global Financial Crisis in 2008, an experience that provided invaluable lessons about the realities of market movements.

For nearly two decades, he has been helping clients create tailored financial plans that reflect their individual goals and circumstances.

Paul specialises in financial planning for business owners, busy professionals and retirees, supporting clients in making informed decisions for their future.

He takes pride in building long-term relationships, guiding each client through the planning process with practical, personalised advice.

FCA Register Qualifications Statement of Professional Standing

Paul in the spotlight

On an ideal weekend, you can find me:

Having a chilled Sunday at home with the family, going on a long family walk with the dog – then cooking a roast dinner and reading the Sunday papers with a nice glass of red.

My favourite holiday destination is:

The Caribbean. Beautiful beaches and clear blue water – what’s not to like!

My favourite song to play in the car is:

Ed Sheeran seems to be the winner currently, as he satisfies mum, dad, and the kids.

The first album I bought was:

Oasis – What’s the Story Morning Glory.

If I could be any fictional character, I would be:

Batman – who doesn’t want a go at riding the Batmobile?

If I could turn any activity into an Olympic sport, I would win a medal in:

Mowing stripes into a lawn.

When the dessert menu arrives, I’m looking for:

The cheese and biscuits!

The three qualities that draw me to new people are:

Optimism, intelligence, and humility. I’m drawn to people who see the bright side, think deeply, and stay grounded.

My pet peeve is:

When people don’t say “please” or “thank you” – basic manners go a long way.

The best gift I’ve ever received is:

It’s the answer everyone says, but it’s true – the gift of my three wonderful children.

The three people at my dream dinner party would be:

Stephen Hawking, Warren Buffett, and Ian Botham.

The three small things that make my day better are:

  1. Ticking things off my to-do list.
  2. Walking the dog in the fresh air.
  3. When my children smile.

Three things I haven’t done so far include:

  1. Travel to all seven continents (four still to go!).
  2. Going on a safari.
  3. Watching The Ashes in Australia.

About Paul

Personally

Outside of work, Paul enjoys spending time with his family and friends. He has three children – Oscar, Teddy, and Phoebe – and the family has recently welcomed a dog, Amber, who keeps everyone on their toes.

A keen sports enthusiast, Paul especially loves cricket and hopes to one day play on the same team as his children – a goal which is getting ever closer (!).

When time allows, he enjoys walking on the Malvern Hills with his family, combining fresh air with quality family time.

What does a VouchedFor Top-Rated Adviser mean?

This recognition is based entirely on verified client reviews and feedback, ranking Paul among the UK’s highest-rated advisers in 2025. It reflects his consistent commitment to providing outstanding service and achieving excellent, measurable outcomes.

What does being “Chartered” mean?

Chartered status is widely regarded as the gold standard in financial planning. It signifies that an individual adheres to a strict code of ethics, demonstrates a high level of technical knowledge, and continually invests in professional development. Fewer than 15% of advisers in the UK hold this prestigious designation.

Charlotte Dovey

Administration and Marketing
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About Charlotte

Find out more

Professionally

Charlotte combines extensive experience in office management with over nine years in international marketing. She plays a key role in keeping the organisation running efficiently, managing systems and processes that support the team.

Charlotte also oversees client communications across a range of marketing channels, keeping clients informed about the firm’s activities and updates.

With a proactive and detail-focused approach, she ensures day-to-day operations run smoothly and supports the team in delivering effective results.

FCA Register

Charlotte in the spotlight

On an ideal weekend, you can find me:

Walking my dog Amber on the Malvern Hills.

My favourite holiday destination is:

Barbados.

My favourite song to play in the car is:

Driving Home for Christmas – Chris Rea.

The first album I bought was:

Spice Girls.

If I could be any fictional character, I would be:

Princess Leia (Star Wars).

If I could turn any activity into an Olympic sport, I would win a medal in:

Overplanning.

When the dessert menu arrives, I’m looking for:

Crème brûlée.

The three qualities that draw me to new people are:

Authentic, curious, and positive.

My pet peeve is:

Lateness.

The best gift I’ve ever received is:

My dog, Amber.

The three people at my dream dinner party would be:

Sir David Attenborough, Julia Roberts, and Serena Williams.

The three small things that make my day better are:

Hearing my children giggle, a nice cup of tea, and walking the dog.

One thing I haven’t done so far includes:

Skydiving.

About Charlotte

Personally

Outside of work, Charlotte enjoys designing interiors and coming up with creative schemes for rooms at home.

She also loves crafting and baking, constantly whipping up delicious treats that disappear almost as soon as they’re made!

When she can, Charlotte enjoys days out with her family at National Trust locations and taking their dog, Amber, for walks.

Supported by...

We’ve chosen to partner with Benchmark Capital, part of The Schroders Group – a FTSE 100 organisation, allowing  us to benefit from their financial strength, innovative technology, regulatory and compliance knowledge and the expertise of their 300-strong team.

This allows us to give our clients the very best service, backed by the financial strength and resources of a trusted name in financial planning.

Being an Appointed Representative of Benchmark, allows them to take care of the important but time consuming regulatory administration of running an FCA-regulated business, freeing up more time for us at New Path to focus on what really matters: understanding your goals and being there when you need us.

We also work with Verve, the UK’s leading paraplanning team, to provide expert technical support behind the scenes.

Paraplanners are highly qualified professionals who take on much of the detailed research and technical work that goes into creating a financial plan.

By partnering with Verve, we can draw on their experience, precision, and industry-leading resources. This allows us to spend less time on administrative duties and more time doing what we do best – sitting down with you, understanding your goals, and guiding you through the decisions that shape your financial future.

What clients say

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Reviews and Ratings for Financial adviser Paul Dovey, Worcester

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    New Path Financial Planning Ltd is entered on the FCA register under reference 1034112.

    New Path Financial Ltd is an Appointed Representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. The registration number is 223112. Registered Office: Kingsway House, 40 Foregate Street, Worcester, Worcestershire,

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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