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 paula@visionifp.co.uk
©2020 Lawrence Financial Consultancy Ltd
Lawrence Financial Consultancy Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.
Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476
Lawrence Financial Consultancy Ltd registered office: 10 Newtake Road, Tavistock, Devon, PL19 9BX Registered in England and Wales No. 527923
The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages.