Paula Lawson is an Independent Financial Planner with more than 25 years’ experience in the financial services profession. At the heart of Hurstwood lies Paula’s commitment to a personal service that’s built around the customer.
While specialising in helping people thinking about retirement and those that have already retired, she is keen to help anyone seeking advice with a goal they’d like to achieve.
Chartered status is the ultimate symbol of professionalism and technical competence.
A Chartered Financial Planner has proven:
I help a wide range of people realise and achieve their goals through financial planning. Whether you’re starting a business, wanting peace of mind for your retirement or simply looking to build your wealth, I can help.
When done properly, great financial planning is about making a rewarding difference to people’s lives. That’s why I go above and beyond when it comes to making sure I add real value through my service.
Discover how we go that bit further for my clients.
Coming up for retirement I realised that I needed to make whatever money I had saved work for me. The more I looked at places to invest the more confused I became. I needed advice.
Paula has spent a great deal of time with me assessing my needs and after advising me on areas of investment she has continued with regular updates and is always available to answer any queries I may have. I have every confidence in Paula. I now have peace of mind and more money in my portfolio thanks to her expertise.
My pension woes were paying into two Abbey Life funds, a current work pension, as well as having two defunct other pensions and not having the foggiest where all this was leading.
Paula helped me to navigate through the quagmire and nightmare of juggling three ongoing pension pots whilst sitting on two old previous employee pension funds. We consolidated these and simplified things in the run up to my retirement.
I’m delighted Paula has decided to start her own company.
Paula has been advising me for five years now and I have moved companies to keep her as my adviser. I feel now that she can have more autonomy in the advice she gives, tailoring it to my specific needs. Paula has given friendly, honest, realistic advice and has been able to explain in a clear, concise, manner. When we meet for regular updates she brings clear graphs and charts enabling me to see things in a visual format. I’d highly recommend her as an adviser.
With us approaching retirement age and having a variety of different pensions and investments, we felt we needed professional advice as to how best to rationalise these to enable us to enjoy secure incomes during our retirement years.
Paula has taken the time to understand our requirements and attitudes to risk. With an approach that is always clear and refreshingly free of financial ‘mumbo-jumbo’ she has provided sensible and trustworthy advice, during the 5 years we have worked with her.
The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
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