Paula Payne

Paula Payne

Tailored Financial Planning Ltd

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in St-Helens
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Top Rated 2026
Verified since: February, 2021
4.9 out of 5

243 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2026

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

  • 72

    Recent Client Reviews

    Verified reviews: 100%

    Paula has received 72 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 March 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Paula has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Paula has provided information on their typical fees

    Paula has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 49

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paula (based on 49 first impressions)

Having worked in the financial services industry since 1997, I have developed specialisms in retirement planning. This is of particular interest to me as nothing gives me greater pleasure than helping clients reach their desired retirement needs. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients.