Paul Woolston Location
Waltham Abbey, GB
Paul Woolston Work
- 2026 - now Regional Director - South @ Mattioli Woods plc
- 2024 - 2026 Private Client Regional Manager - South @ Titan Wealth Holdings
- 2019 - 2023 Senior Regional Leader @ Mercer Private Wealth
- 2011 - 2019 Regional Director, Wealth Management @ JLT Employee Benefits
- 2008 - 2011 Assistant Regional Director @ Alexforbes
- 2006 - 2008 Wealth Manager @ Alexforbes
- 2004 - 2006 Financial Planning Consultant @ Capita Trust Company
- 2001 - 2004 IFA @ giant group
- 1996 - 2000 Personal Financial Adviser @ Friends Provident
- 1992 - 1995 Personal Financial Adviser @ National Westminster Bank
Paul Woolston Education
- Winchmore School1980 - 1985
Paul Woolston Skills
- Pensions
- Defined Benefit
- Inheritance Tax Planning
- SIPP
- Financial Advice
- Financial Services
- Wealth Management
- Retirement Planning
- Retirement
- Financial Advisory
Paul Woolston Summary
Paul Woolston, based in Waltham Abbey, GB, is currently a Regional Director - South at Mattioli Woods. Paul Woolston brings experience from previous roles at Titan Wealth Planning Limited, Mercer Private Wealth, JLT Benefits Solutions and Alexander Forbes Consultants & Actuaries Limited. Paul Woolston holds a 1980 - 1985 Winchmore School. With a robust skill set that includes Pensions, Defined Benefit, Inheritance Tax Planning, SIPP, Financial Advice and more. Paul Woolston has 1 emails on RocketReach.
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