Paula brings over 38 years’ experience in financial services, with a breadth of knowledge that is highly valued in the high net worth market. She is recognised as a trusted advisor within the profession, and is dual qualified holding both the Chartered Insurance Institute’s Fellowship (FPFS) and the Chartered Securities Institute’s Fellowship (FCSI), placing her amongst a small number of advisors holding both Chartered Financial Planner and Chartered Wealth Manager status.
Known for combining excellent technical expertise with a compassionate and dedicated approach, Paula builds long lasting relationships not only with her clients but with their wider families. She specialises in supporting business owners through exit and succession planning, structured retirement strategies, and designing tax-efficient solutions that safeguard family wealth through the generations.
As well as focusing on her own family, outside of work Paula is involved in a range of community and charity projects and is also a keen recreational flyer, holding a private pilot’s licence.
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