Paula Currie joined the practice after leaving a 27-year career in banking. She is responsible for the day to day running of the Practice, co-ordinating the team and providing a high level of service to our clients.
Paula is married with three boys and has lived in Petersfield all her life. Paula enjoys the theatre, dancing and spending time with family and friends.
Will joined the Practice in August 2018 after graduating from the University of Leicester with a 1st class degree. He is currently working towards his diploma in Regulated Financial Planning as part of the St. James’s Place Academy in London.
Once Will has graduated from the Academy, he will then be able to provide bespoke advice in all areas of wealth management including investment planning, retirement planning, inheritance tax planning and protection planning.
When Will is not working, he enjoys playing football, spending time with his family, socialising with friends and learning to play golf.
Tracy joined the practice in May 2015 following a career in training and marketing. She now provides secretarial support to Joy and assists in the day-to-day running of the office.
Outside of working hours, Tracy can be found enjoying live music, socialising and spending time with her children and grandchildren.