Paul Woolston Email
Regional Director - South @ Mattioli Woods plc
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Paul Woolston Location
- Waltham Abbey, GB
Paul Woolston Work
- 2026 -now Regional Director - South @
- 2024 -2026 Private Client Regional Manager - South @
- 2019 -2023 Senior Regional Leader @ Mercer Private Wealth
- 2011 -2019 Regional Director, Wealth Management @
- 2008 -2011 Assistant Regional Director @
- 2006 -2008 Wealth Manager @
- 2004 -2006 Financial Planning Consultant @ Capita Trust Company
- 2001 -2004 IFA @
- 1996 -2000 Personal Financial Adviser @
- 1992 -1995 Personal Financial Adviser @
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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