Specialism: Financial Advisory & UHNW Services Family Wealth Advisory, IFA, Insurance
34 Southwark Bridge Road, London, SE1 9EU
T: +44 (0) 20 7633 2222
Paula has worked in the financial services industry for forty years, and her extensive knowledge and expertise spans across all areas of financial planning, enabling her to deliver comprehensive and cohesive solutions for individuals and families. Paula has played an important role in improving standards throughout the financial advice industry over the past few years. Her professional accreditations include Chartered Financial Planner, IMC and being an Affiliate of STEP (Society of Trust and Estate Practitioners).
Paula really values the long-term nature of many of her client relationships and remains enthused about building new ones alongside her younger directors and associates.
case studies ()
Managing financial up and down cycles for wealthy clients
One of my clients has had a long-standing relationship with me, and I handled his pensions, investments outside of the business and inheritance tax planning. We were involved in helping the client to prepare the business, a high risk property development firm, for sale in 2007 for a price in excess of £50m. Unfortunately the sale collapsed with difficult markets and the client had financial problems because of high levels of debt and low cash flow. We assisted by helping him withdraw all funds in his pension fund which because of significant losses in his business meant there was no tax to pay, and supported him and his wife through a very difficult time. He managed to turn the business around and this year will return to significant profit. We have also now acquired his wife and two children as clients.