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Paul Wells |
Neil Lamin |
Wendy Taylor |
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Lisa Lambert |
Jack Kimpton |
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Paul Wells BA (Hons), FPFS, CFP
| Direct Line: |
07980 937880 |
| E-Mail: |
pwells@wmgifa.co.uk |
| Position: |
Company Director & Chartered Financial Planner |
| Experience: |
Over 30 Years as a Financial Adviser |
| History: |
Fellow of the Personal Finance Society with a Statement of Professional Standing since 15 Feb 2012. Will and Estate Planning activity. Paul has built up relationships with hundreds of clients during the three decades of advising. |
| Qualifications: |
Specialist Pension Qualifications (CF9,J04,J05,AF3)
Holistic Financial Planning (AF5) Inheritance Tax Mitigation (G10) Investment Planning (J06,AF4)
Long Term Care Planning (CF8) Lifetime Mortgage
(Equity Release-ER1)
Residential and Buy to Let Mortgages Corporate Planning R06,
Financial Planning Practice R05, Financial Protection R01,
Regulation and Ethics ‘meritus’ qualification from Central Law Training to advise on Wills and Will instruction taking.
Paul has the support of an external IT specialist and compliance consultant as well as the additional 5 individuals working with Wealth Management & Growth Ltd
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Jack Kimpton
Lisa Lambert
Wendy Taylor
| E-Mail: |
wtaylor@wmgifa.co.uk |
| Position: |
Paraplanner and Administration Support |
| Experience: |
30+ Years Financial Services Industry |
| History: |
Over the years Wendy has gained her knowledge and experience from supporting Independent Financial Advisers and working for one of the world’s largest Insurance and Investment Providers.
Wendy supports the advisers at Wealth Management and Growth to different levels.
Wendy went self-employed, working from home which allowed her to support advisers from outside the company and to sub-contract some basic repetitive activities.
Wendy remains a very valuable resource for Wealth Management and Growth to call on. |
Neil Lamin CeMAP
| Direct Line: |
07973 961271 |
| E-Mail: |
nlamin@wmgifa.co.uk |
| Position: |
Independent Mortgage and Protection Adviser |
| Experience: |
23 years in Financial Services, 13 as an Independent Financial Adviser |
| History: |
Neil works proactively providing both a bespoke and personal service to individual and corporate clients. Neil specialises in Mortgages and Protection, offering a high level of personal service, second to none. |
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