0330 038 8939
Based in St-Helens
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Paula and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 March 2025
Paula and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
48
Recent Client Reviews
Paula has received 48 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paula has received 48 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Paula has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Paula has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paula has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Paula has provided information on their typical fees
Paula has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
33
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paula (based on 33 first impressions)
100% of users who are not yet clients had a positive first experience with Paula
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paula (based on 33 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Paula and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 March 2025
Paula and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
48
Recent Client Reviews
Paula has received 48 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paula has received 48 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Paula has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Paula has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paula has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Paula has provided information on their typical fees
Paula has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
33
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paula (based on 33 first impressions)
100% of users who are not yet clients had a positive first experience with Paula
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paula (based on 33 first impressions)
Having worked in the financial services industry since 1997, I have developed specialisms in retirement planning. This is of particular interest to me as nothing gives me greater pleasure than helping clients reach their desired retirement needs. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients.
Offers available through VouchedFor
Contact Paula through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paula's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
TAILORED FINANCIAL PLANNING LTD ARE AUTHORISED AND REGISTERED BY THE FINANCIAL CONDUCT AUTHORITY UNDER REFERENCE NUMBER 720808.