Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.
We aim to deliver our commitment by:
- Providing personal face-to-face financial advice
- Giving you the opportunity to review your financial affairs regularly
- Effectively managing your investments via our distinctive approach
- Keeping you informed of the latest news and any changes that might affect your personal situation
- Listening to your feedback
- Ensuring that our dealings with you are sensitive to your needs
How Paula would work with you
I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.
I offer a personal wealth management service, I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Build or preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
Being independently accredited by the Society of Later Life Advisors (Solla) offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.
Locations that Paula covers
I am able to support clients in the following locations:
How to contact Paula
- Mob – 07841 342387
Email – Paula.Ryan@sjpp.co.uk
Web – www.paularyanwm.co.uk
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The St. James’s Place Partnership and the title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.