Paul Woolston Email
Regional Director - South @ Mattioli Woods plc
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Paul Woolston Location
- Waltham Abbey, GB
Paul Woolston Work
- Regional Director - South @ (January 2026 - Present)
- Private Client Regional Manager - South @ (July 2024 - January 2026)
- Senior Regional Leader @ Mercer Private Wealth (April 2019 - December 2023)
- Regional Director, Wealth Management @ (November 2011 - April 2019)
- Assistant Regional Director @ (January 2008 - November 2011)
- Wealth Manager @ (January 2006 - January 2008)
- Financial Planning Consultant @ Capita Trust Company (March 2004 - January 2006)
- IFA @ (January 2001 - January 2004)
- Personal Financial Adviser @ (January 1996 - December 2000)
- Personal Financial Adviser @ (April 1992 - December 1995)
Paul Woolston Education
- Winchmore School 1980-1985
Paul Woolston Skills
- Pensions
- Defined Benefit
- Inheritance Tax Planning
- SIPP
- Financial Advice
- Financial Services
- Wealth Management
- Retirement Planning
- Retirement
- Financial Advisory
- Strategic Financial Planning
- CRM
- Financial Planning
- Wealth
- Wealth Management Services
- Investments
- Leadership
- Public Speaking
- Portfolio Management
- Strategic Planning
- Microsoft Office
- Microsoft Word
- Pension Funds
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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Sheffield, GB
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Manchester, GB
Laura Newman
Non Executive Director
Southampton, England, GB
Bob Woods
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Leicester, GB
Ed Watling
Head of Health and Wellbeing
Glasgow, GB
Stacy Cushnan
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Glasgow, GB
Paul Woolston
Regional Director - South
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Sheelagh Bailey
Chief Information Officer
London, GB
Michael Copson
Group Financial Controller
Kibworth Beauchamp, England, GB
Akshman Ori
M and A Director
London, GB
Amit Joshi
Managing Director of Wealth
Leicester, GB
Lee Smythe
Managing Director - Wealth Planning
Faversham, GB
Tom Maddison
M and A Director
Harrogate, GB
Dan Miller
Head of Information Technology
Leicester, GB
Peter Martin-Simon
Non Executive Director
United Kingdom
Natalie Lapare
Head of Product
Leicester, GB
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