At Paula Bicknell Wealth, we are a small family business and we create financial plans that are easy to understand, cut out the financial jargon and work with you to ensure that the plan adapts and evolves when circumstances change. We offer a no obligation initial review, to help you understand how we work and to understand your goals and requirements before we set about creating a financial plan. 

We offer our clients a full review at least once a year, where we fully review their circumstances and recommend any changes to help achieve their goals.  However, circumstances don’t necessarily change at review time, so we ensure our clients know we are on hand when they need us, not just once a year.

Our approach is to build a long term, trusted relationship with our clients to ensure that their plans evolve and adapt over time. Our goal is to help you achieve your financial goals and aspirations.