Paula Steele
DIRECTOR
Paula has responsibility for our landed estate clients. Having worked in financial services for over 40 years she has extensive knowledge and expertise across all areas of financial planning. Her focus is now centred on life assurance and later life planning where she specialises in resolving complex issues for individuals and their families. Paula’s exceptional technical knowledge means she is often sought out by clients and other professionals for advice on wider planning and trust matters.
In particular, Paula provides ongoing support and advice as part of a wider team of trusted advisers to many landed estates on their UK tax and structuring.
Paula is committed to mentoring the next generation of advisers, understanding that it is in the interests of both our clients and our business to pass down knowledge and relationships.
Paula’s professional accreditations include Chartered Financial Planner and the Investment Management Certificate. She is also a member of STEP and has been the recipient of many awards, most recently being nominated for a Lifetime Achievement Award at the Citywealth Magic Circle Awards 2022.
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