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.
“Paula has been advising me for just over 9 years now starting soon after my partners death. At that time her help in sorting out my finances was invaluable it was a difficult and distressing time complicated by the actions of companies I had to deal with. Paula was able to assist me through this and I do not think I would have been able to cope without her.
Since then, she has continued to give me good advice and suggestions that has prevented me from making some mistakes with my finances. She does this while always making sure that it is my money and my choice to make it’s just the little things, I had not thought about that makes all the difference.
Throughout it all she has been a pleasure to deal with and I always look forward to contact with her I would recommend her to anyone.
“Up to when we were introduced to Paula via a friend of ours, we had never received financial advice from anyone. But now understanding fully how a financial adviser like Paula can help; we wish that we had done so much earlier.
Paula who has looked after and guided our financial interests for 11 years is genuinely interested in you, your family and what is best for you financially. All with impartial advice and without any pressure to make decisions. Attention to detail is always there as well as timely responses to questions any time. We would have no hesitation in recommending Paula to anyone.
“Paula has been my financial advisor for over ten years, and I completely trust her guidance and advice to me.
Despite my very diverse personal circumstances she has always been flexible and available to support me as my life has evolved and my financial requirements have changed. She has a genuine understanding and appreciation of my attitude to risk in managing my portfolio and that makes me feel very comfortable trusting her.
“For someone like me, with no clue about finance or experience of investing, Paula was incredibly helpful in explaining everything clearly and succinctly. She is always very quick at responding to any queries and really takes the time to make sure you are comfortable and happy with your investment plan.
I would highly recommend her services, particularly to anyone new to this.
“I think Paula is absolutely brilliant! She is thoughtful, takes time to listen, absorb & feedback her thoughts & all the options. Her written correspondence is thorough & I felt takes really good care.
I have already recommended her to a friend & my brother – both who have met with her & said “she was really good and helpful.”