Paula Lawson

Financial Planner
Chartered Logo

I started working in financial services in 1994, so I have more than 25 years’ experience.  I’ve seen the financial advice landscape change dramatically from when it was all about product sales and high commissions. But I’ve always believed that it should be about planning, with the client’s end goal and aspirations at the forefront.

My areas of expertise include retirement planning and lifetime financial planning.  I specialise in working with individuals who are thinking about retirement and those who have already retired.

Hurstwood Financial Planning profile

Qualifications

With more than 25 years’ experience in the profession, I’ve built up a number of qualifications.

Take a look

Outside of work

I have a young son who keeps me on my toes!

 I enjoy running and regularly take part in 10k and half marathon events. I love the freedom and exhilaration of outdoor swimming at my local lake and take part in the Great North Swim each year in Windermere.

Travel is a passion and my favourite destination is the smaller islands in the Caribbean for the stunning scenery and a warm welcome.

Things I like:

  • Sunshine
  • Runner’s high
  • Wild swimming
  • Music
  • Family
  • Things I don’t like:

  • Bad manners
  • Mosquitoes
  • Bad driving
  • Wasabi
  • Queuing
  • Importantly

    All financial planners must be registered by the Financial Conduct Authority (FCA) which is the regulator for the financial service profession. We must also hold a ‘Statement of Professional Standing’ (SPS) from a suitable professional body such as the Chartered Insurance Institute (CII). You can see my listing on the FCA register and my SPS certificate below.

    Get to know me

    On an ideal weekend, you can find me:

    Having fun in the Lake District doing all things outdoors!

    My favourite holiday destination is:

    The Grenadines

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

    Chocolate!

    The first album I bought was:

    Thriller – Michael Jackson

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

    Peter Pan

    The three small things that make my day better are:

    A hug, coffee, sunshine.

    Fancy a chat?