Financial Planner and Business Owner.
I have worked in Financial Services since 1998 and love getting to know clients motivations and passions. It is a privilege to be able to support clients achieving their goals.
Paula is a whole-of-market Mortgage and Equity Release Adviser who helps clients find the most suitable mortgage or equity release solution for their needs. She takes time to understand each client’s personal circumstances and ensures their home and family are protected with the right life assurance and protection plans.
Lottie is the newest member of the team having joined in May 2019. Her core strengths are being adorable and living up to the nicknames 'Hairy menace' and 'Lottie Monster'.