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
Home
Client Comments
Our Team
Our Services
News Articles
Contact Us
 
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
  •          
     
             
       

Paul Wells BA (Hons), FPFS, CFP

Paul Wells IFA, Sheffield

Direct Line: 0114 2134951
E-Mail: pwells@wmgifa.co.uk
Position: Company Director & Chartered Financial Planner
Experience: Over 27 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. Paul has built up relationships with hundreds of clients during the first decade of advising.

During the second decade he combined this with establishing his company, developing his own and his colleague's skills. The third decade promises to be the most challenging of all where the support of a very high quality team will be critical.
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 Meritous qualification from Central Law Training to advise on Wills and Will instruction taking.
Roy Billups

Roy Billups, Client Relationship Manager, Sheffield

Direct Line: 0114 2134955
E-Mail: rbillups@wmgifa.co.uk
Position: Client Relationship Manager
Experience: 29 years Financial Services Industry
History: With 29 years in the Financial Services Industry, Roy brings a wealth of experience to the team. Most of Roy’s work has been with private individuals, but he has also assisted a number of businesses.

Roy has lived and worked all his life in the Rotherham area. His area of work has extended into Barnsley  Doncaster & Sheffield. The people who have dealt with Roy have appreciated his down-to-earth but professional approach. From 1st Jan 2012 Roy retired as a financial advisor. He is now introducing business to his colleagues whilst maintaining existing relationships he has established over 3 decades.
Wendy Taylor

Wendy Taylor, Financial Para-planner, Sheffield

E-Mail: wtaylor@wmgifa.co.uk
Position: External Projects Manager
Experience: 22 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 worlds largest Insurance and Investment Providers.

Wendy supports all three advisers at Wealth Management and Growth to different levels. Wendy recently went self employed to work from home and to allow her to support advisers from outside the company. This has also allowed Wendy to meet family commitments. 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
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 Pensions, Mortgages and Protection, offering a high level of personal service, second to none.
 
 
 
 
 
Home Client Comments Our Team Our Services Contact Us
 
 
 
 
 
 
Copyright 2008 @ Wealth Management & Growth Designed By AMPG IT Services Limited