Meet the Team
Independent Financial Adviser
Client Relationship Manager
It all began in the year 2000. Paul Huggins’ father had been an independent financial adviser for over 20 years and was nearing retirement. Paul joined his father’s company and learnt from the ground up. Once fully qualified and with suitable experience, he started his own business and when his father retired in 2006, took over the ongoing servicing of his clients.
Since then things have grown organically. Huggins Wealth Management Ltd now has 3 members of full-time staff. Keeping the family tradition alive, Paul & Lynsey (a husband and wife team) have both been involved from the start. With Paul focusing on clients, personalised outcomes and advice, Lynsey focuses on the day to day management, ever increasing regulation and improving the technology side of business.
Dayne joined in 2017 as Client Relationship Manager to ensure both new and existing clients continue to experience the efficient and personalised level of customer service they have become accustomed to.
We believe in traditional values such as professional financial planning, excellent customer service and acting with the upmost integrity. Where we aim stand out from the crowd is our approach to making the world of finance as simple as possible and keeping jargon to a minimum.
Seeking out a professional Independent Financial Adviser is an important step in planning for your long-term financial security and future. We build relationships with our clients that last and feel it is vital that you have a familiar face to talk to for every step of your journey.