Paulina Worthington

Paulina Worthington

Klara Wealth

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Malton
View location

Top Rated 2025
Verified since: December, 2020

5 out of 5

42 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 April 2025

    Paulina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Paulina has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 02 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Paulina has not yet added their qualifications to their profile

  • Transparent Fees

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    Paulina has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Paulina

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paulina (based on 6 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 April 2025

    Paulina and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Paulina has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 02 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Paulina has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Paulina has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Paulina

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paulina (based on 6 first impressions)

I believe that finances are personal and therefore I always focus on my clients unique circumstances and their own short, medium and long term objectives when building financial solutions. Not only my qualifications, but also life has shown me that finances are to be taken seriously and that careful planning and professional advice are both crucial and irreplaceable on a journey to achieving personal goals and peace of mind. Our future wellbeing starts with today's actions and therefore it is imperative we do something now so then we can have a tomorrow to look forward to. Small steps lead to amazing achievements. Whether it is saving or investing for your and your children's future, making sure your family and your business is adequately protected, your retirement is something you look forward to and you are using all of tax reliefs and allowances available to you - I am here to help. On the personal level, I am a mum and a wife, I run pretty busy household where I also look after two pets (cat and a dog). I enjoy getting involved in the local community projects and I am a member of Malton and Norton Rotary Club. I like going for walks (when it isn't raining) and admiring the beautiful Yorkshire outdoors. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Paulina's clients

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