About Us

Amethyst

We are often asked what this picture represents. It is an amethyst, a semi-precious stone which is often used in jewellery. The word amethyst comes from the Ancient Greek meaning ‘not drunken’. However, we prefer an alternative translation – clear thinking. At Paul Wallis Financial Solutions Limited we aim to bring clarity to your financial situation, providing clear, easy to understand solutions tailored to your individual needs.

Paul

Paul is an IFA and the Managing Director of Paul Wallis Financial Solutions Limited. He has over 25 years’ experience in the Financial Services Industry and started his career with Coutts Bank before moving into Financial Planning in 1997. He formed his own company in 2010. Paul is a Chartered Financial Planner, an Associate of The Chartered Institute of Bankers, holds the Diploma in Financial Planning, Certificate in Equity Release and Award in Long Term Care Insurance. As a pension expert with G60 status he is qualified to help with Individual and Group Pension Schemes, Self-Invested Pension arrangements and can also advise on pension transfer options. He prides himself on being able to provide clear and easy to understand advice together with a professional yet friendly service. He enjoys providing advice to private clients, trustees and firms, particularly with regard to Retirement and Investment planning. Many of his clients have been with him for over 10 years and value the service and advice he provides. Away from the office, Paul is a keen rugby fan supporting both England and Harlequins. He also enjoys camping and walking, keeping fit, dining out and is currently learning to play the saxophone.

Julie

Julie is a Personal Assistant at Paul Wallis Financial Solutions Limited and has worked for the company since January 2014. She previously worked as a Business Analyst for Barclays before leaving to raise a family. She is a proud mother of twin daughters and a son. Julie is responsible for the day to day administration of the company and is currently studying towards attaining the Certificate in Financial Services. This will enable her to further support Paul in providing a professional service to our clients. Away from the office, Julie enjoys reading, socialising, spending time with the family and walking her dog, Poppy.

Julia

Julia joined the company in April 2018 as our Training and Compliance Assistant. Her previous career was within advice services in the voluntary sector, where she worked as an adviser for a number of years and then as a trainer. She brings strong research skills to the company at a time when there is ever more legislation and regulation that governs us. Her ability to translate new legislation and policy briefings into practical company procedures frees up more time for Paul to focus on the clients of the business. Outside of work, Julia is a keen cook and enjoys travel, eating out and camping.

Sponsorships

Manchester Marvels

Paul Wallis Financial Solutions Ltd is proud to sponsor Manchester Marvels. Manchester Marvels is a league volleyball club, with some of its teams playing at semi-professional level. This year the Marvels have established a charitable foundation with the aim of promoting the sport and improving the availability and quality of volleyball coaching in schools. After being introduced to the club, Paul was impressed with the team spirit shown and its foundation work. He wanted to offer support and so this year has sponsored the club to help them take forward their foundation activities and develop volleyball in the community.