Liz has nearly 30 years’ experience in the Financial Services industry and is a Level 4 Qualified Financial Adviser. She is also a care specialist with the CF8 Qualification. Passionate about helping clients access the best advice together with the support they need and empathetic approach born out of her own personal experiences, Liz has become an expert in this field of Financial Services being one of only a minority of specially qualified Financial Advisers in the Country.
John has over 30 years experience in financial services, having started his career with the Midland Bank, now known as HSBC; where he trained as a Chartered banker. Following his time at the bank John left to set up his own business financial services business - Chartwell Finance Management Ltd (now Ludlow (Fylde) Ltd), in 1987 and this grew to be one of the premier IFA practices in the Fylde with offices in Poulton le Fylde and Lytham the business was sold in 2011.
As part of the team at Alston Hill Ltd John specialises in specialisms include investment portfolio management, the taxation of trusts and the mitigation of Inheritance Tax.
John has also been a Governor at Blackpool Sixth Form College for 10 years, having been Chair of Audit then Chair of the Corporation, during which time the College has grown substantially and has achieved an OFSTED 'Outstanding' rating. This has led to me becoming Chair of both Fylde Coast Teaching School and Fylde Coast Academy Trust which are helping improve Teaching and Learning throughout the Fylde.
Paula has over 15 years’ experience within financial services, gained via a variety of different roles. Whilst studying part time for a degree in Business Management, she worked for a life office before moving to work within the IFA sector.
Paula feels strongly that everyone should have access to the best possible advice, delivered in the most efficient way. She strives to ensure that this is achieved for all clients.
Away from work, Paula enjoys spending time with her husband and two children. She is also studying for further qualifications to achieve her Level 4 diploma. When she has time to relax, she enjoys socialising, sport and reading.