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Paul Woolston Location
Waltham Abbey, GB
Paul Woolston Work
Director of Wealth Planning and Employee Benefits @ (September 2026 - Present)
Regional Director - South @ (January 2026 - August 2026)
Private Client Regional Manager - South @ (July 2024 - January 2026)
Senior Regional Leader @ (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 Director of Wealth Planning and Employee Benefits at Nine Edge Wealth. Paul Woolston brings experience from previous roles at Mattioli Woods, Titan Wealth Planning Limited, Mercer Private Wealth and JLT Benefits Solutions. 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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