About you
While I specialise in working with people who are thinking about retirement and those who have already retired, I’m able to help anyone who is looking for advice on their financial situation. As long as you have goals and aspirations, I’m here to be a part of your journey to achieving them.
Take a look at some of the kinds of people I work with below.
Adding value
When done properly, great financial planning is about making a rewarding difference to people’s lives. That’s why we go above and beyond when it comes to making sure we add real value through our service.
Discover how we go that bit further for our clients.
Clients say
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.