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Our Team

Protection

Financial Protection can include a very broad spectrum...

Savings & Investments

Investing is what you can do with the savings you have created...

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The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Paul Wellington

Director and Financial Adviser

Paul has worked in financial advice for over 30 years starting his career with the Prudential as 'The man from the Pru'. At this time Paul provided advice in most areas of finance including Protection, Pension, Mortgages, Savings, Investment and General Insurance. The advice was given on a face to face basis in the homes of his clients. After 14 years the Prudential moved away from this market and Paul moved to the Halifax. In the bancassurance environment Paul enjoyed 11 years specialising in Protection, Savings and Investments.

In 2012 Paul formed his own company offering financial advice on a face to face personal basis, taking him back to his roots. The company has thrived since its formation and has gone from strength to strength.

Statement of Professional Standing 2021/2022

Hannah Miltenburg

Hannah has spent most of her working life in Estate Agency and secretarial roles. She handles the administration, diary and day to day running of the company.

She provides efficient and reliable support enabling Paul to concentrate on his role.