Wealth Management and Growth, Sheffield
Wealth Management and Growth, Sheffield, IFA
Wealth Management and Growth, Sheffield, IFA   Wealth Management and Growth, Sheffield, IFA   IFA's Sheffield    
IFA, Sheffield, WMG
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IFA, Sheffield
Wealth Management & Growth, Sheffield, IFA
IFA, Sheffield, Financial Advisors
Our Team
  • Paul Wells IFA, Sheffield
    Paul Wells
  • Neil Lamin, IFA, Sheffield
    Neil Lamin
  • Wendy Taylor, Para Planner, Sheffield
    Wendy Taylor
  • Lisa Lambert, Para Planner, Sheffield
    Lisa Lambert
  • Jack Kimpton, IFA, Sheffield
    Jack Kimpton

Paul Wells BA (Hons), FPFS, CFP

Paul Wells IFA, Sheffield

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.
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
Jack Kimpton

Paul Wells IFA, Sheffield

E-Mail: jkimpton@wmgifa.co.uk
Lisa Lambert

Lisa Lambert, Sheffield

E-Mail: llambert@wmgifa.co.uk
Wendy Taylor

Wendy Taylor, Financial Para-planner, Sheffield

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

Neil Lamin, IFA, Sheffield

Direct Line: 07973 961271
E-Mail: nlamin@wmgifa.co.uk
Position: Independent Mortgage and Protection Adviser

23 years in Financial Services, 13 as an Independent Financial Adviser

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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