Paula Lawson APFS

Independent Financial Adviser at Hurstwood Financial Planning
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
UK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Adviser
      • Jun 2020 - Present
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jul 2018 - Jan 2020
    • United Kingdom
    • Financial Services
    • Financial Planner
      • Jan 2015 - Jul 2018

      I started working with Harold Sharp Financial, now Oakfield Wealth Management, in January 2015. I hold the Diploma in Financial Planning with specific accreditations in pensions, investments and trusts. I work closely with clients to implement and advise on bespoke financial planning strategies in order to give peace of mind and control of lifetime financial plans. I started working with Harold Sharp Financial, now Oakfield Wealth Management, in January 2015. I hold the Diploma in Financial Planning with specific accreditations in pensions, investments and trusts. I work closely with clients to implement and advise on bespoke financial planning strategies in order to give peace of mind and control of lifetime financial plans.

    • Investment Management
    • Paraplanner
      • 2000 - 2003
    • IFA Sales Support
      • 1994 - 2000

Education

  • The University of Bolton
    Bachelor of Arts (B.A.), Business Studies

Community

You need to have a working account to view this content. Click here to join now