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 successfully obtained his Diploma in Regulated Financial Planning in April 2019.
Will provides a holistic approach to financial planning and covers all areas of wealth management. This includes retirement and pension planning, life insurance, savings and investment planning. In addition to this he is qualified to assist with Inheritance Tax 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.
Michelle joined the Practice in July 2019 after a career in retail and customer service, having graduated from the University of Kent with a 2:1 in Classical and Archaeological Studies with Italian in 2014.
Michelle is currently supporting the team with administrative tasks whilst being enrolled on the St. James’s Place Paraplanner Academy. Once she has graduated from the Academy, Michelle will be assisting Joy and Will in preparing recommendations for clients.
Having spent most of her life in Milton Keynes, Michelle relocated to Portsmouth in 2019. She enjoys live music, cooking, spending time with family and friends, as well as binge-watching Netflix!