Paula joined Vision in 2010 having gained many years of experience working in the Financial Services Industry as a Financial Adviser, with almost 10 years of that time with a well known high street bank.
Paula works by building strong relationships with local businesses and individuals who benefit from the Independent Financial Whole of Market Advice that she offers. Paula is also a specialist in investment and inheritance tax planning, particularly in the field of Court of Protection cases, working closely with Local Authorities, Trustees and Solicitors. Paula ensures that her client’s interests are always put to the forefront of everything she does when considering their financial needs and goals and by working in partnership with other professionals when necessary.
Appointments can be arranged in your own home or place of business to discuss your Financial Planning needs.
To arrange an appointment with Paula please phone 07733 330543 or