THE FINANCIAL PLANNING PRACTICE

 

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Telephone: 01943 871627  

E-mail: info@thefpp.co.uk 

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Our small and talented team is comprised of...

PAUL TURNER - Principal Partner

 

Our Principal Partner Paul Turner is a Chartered Financial Planner. He is an experienced and highly qualified adviser having worked in Financial Services for more than 30 years.

 

He is conscientious and passionate about giving first class advice at a fair price. He has a pragmatic, straightforward and client-centred approach and embraces the new era of transparent charging.

 

In his spare time Paul is a keen cyclist and a fan of all things Italian.

 

 

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ANNE TURNER - Partner

 

Anne is passionate about developing and maintaining excellent relationships with clients and meeting their needs effectively and efficiently, giving the best possible service.

 

Anne is responsible for the implementation and smooth running of our systems, and over the last 18 years has developed expertise in this area.

 

In her spare time Anne enjoys cooking, mindfulness and yoga, and has a keen interest in homeopathy and natural remedies. Anne and Paul together also enjoy walking and travel.

CLAIRE PAGET - Trainee Financial Planner

 

Claire is a graduate of the University of St Andrews and has been a valued member of the FPP team since 2013. She is responsible for the implementation of our clients' financial plans and works closely with Paul to provide them with a first class, personalised service.

 

She is currrently studying for the CII Diploma in Financial Planning with a view to becoming a fully qualified Financial Adviser herself.

 

Claire enjoys walking and cycling and is an avid reader, but most of her spare time is taken up running around after her two young children!

HELEN CROSSLEY - Adviser Support

 

Helen joined our team more than 10 years ago from a Financial Services background in compliance.

 

Very importantly, Helen is meticulous and consistent in maintaining our records accurately and in running the day to day administration of our office.  She also enjoys working closely with clients and very naturally develops great rapport.

 

Helen always shows great commitment and delivers the highest level of service in a friendly, efficient Yorkshire way.

 

Away from work, Helen is kept busy with her two children and enjoys spending time with family and friends. She enjoys travelling - both locally within Yorkshire and further afield in Europe.

 

 

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