As a financial planner, I’m dedicated to going further for my clients. I always seek to add value in every aspect of what I do, from the way I charge to the way I conduct my services.
I’m committed to making financial services attainable for everyone. That’s why I offer three different levels of service: Transactional, Advisory and Wealth Management. Each one is designed around the needs of my clients, so no matter what you have or what you want to achieve, there’s a way for us to work together.
Read more about some of the other ways I’m committed to adding value below.
You’ll only ever be dealing with me. You won’t be passed on from person to person, but will just speak to one person who knows and understands you.
I won’t ever surprise you with hidden or up-front costs. My initial meeting is free of charge, so as not to put up unnecessary barriers to getting started.
I’m here to make things as simple as possible. That means being as clear as I can throughout the journey and having discussions at your pace - with no jargon.
I believe technology should make life easier, not complicate it. My client portal provides a way of messaging and sharing documents that’s both simple and secure.
As a client of mine, you’ll have access to my newsletter, which provides regular news and updates from the industry plus lots of useful information.
Above all, I hold myself to high standards and have really strong ethics. I’ll only ever do what’s fair and right for you - you can count on me for that.
Planning is bringing the future into the present so that you can do something about it now
Chartered status is the ultimate symbol of professionalism and technical competence.
A Chartered Financial Planner has proven:
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.