Paula Bicknell

The aim of my business, is to help clients achieve their goals through effective Financial Planning. How I help my clients? Individuals • Providing peace of mind that their most important asset is protected (themselves). • Helping plan for Education Fees, or to give their children a hand to get on the housing ladder. • Guiding clients through retirement planning. • Aiming to get a better return for my clients' hard earned money. • Helping my clients pass on their hard-earned money to their loved ones through inheritance tax planning. Businesses • Helping clients put their excess cash and profits to good use. • Helping businesses adhere to Auto Enrolment Rules. • Protecting the business against the loss of a key person due to ill health or death, to provide business continuity. • Help with aspects of exit strategies. With over 20 years experience in the Financial Services Sector, I provide Wealth Management Solutions to individuals, families & SME's. As a Partner Practice of St. James's Place Wealth Management, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over time. I have been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII) and I also hold the Fellowship qualification. This means I have satisfied rigorous criteria relating to professional qualifications & ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers, who is wholly committed to providing you with the best possible advice, service & support. I provide a no obligation, initial financial review to start the process. If you would like to book a review, please contact me on 07432 510001 or paula.bicknell@sjpp.co.uk Auto-Enrolment is not regulated by the Financial Conduct Authority. Long Term Care Planning may involve a referral to Karehero, a care navigator and matching service provider, whose services are separate and distinct to those offered by St. Jame's Place. 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 15/01/2025