Meet the team

Paul Lewis DipPFS

About Paul

 

Managing Director & Independent Financial Adviser

Paul started his career in Financial Services in 1998 and joined Polygon Financial in August 2007. He has previously worked with a small number of trusted financial planning companies. He enjoys providing clients with high quality and relationship-driven Wealth Management services. He enjoys building long term relationships with clients and helping them achieve their financial goals.

Paul holds the Diploma in Financial Planning by the Chartered Insurance Institute. He is committed to continued professional development and also holds a number advanced pension and investment qualifications. He is always working towards achieving Chartered Financial Planner status.

Outside of work Paul is a committed family man and enjoys a game of badminton when he’s not being a taxi to his two children.

Ashley Parry DipFA

About Ashley

 

Director & Independent Financial Adviser

Ashley entered the financial services industry in 2001, during this time he has held a variety of roles many of which have been within the independent advice market.

Ashley provides impartial trusted long term financial planning for both private and corporate clients primarily on savings, pensions and investments. He firmly believes the best advice is independent advice and he particularly enjoys formulating financial plans for the over 50’s, showing them how to best utilise their assets in order to facilitate retirement, minimise tax but maximise their income and investment returns.

Many of Ashley’s clients appreciate his ability to guide them through the plethora of complex financial choices by putting this in plain English. He is a member of the London Institute of Banking & Finance and outside of work lives with his partner and family in the South Ribble.

Serena Smith

About Serena

 

Independent Mortgage & Protection Adviser

Serena started work in the Financial Services in 2016 and has enjoyed experiencing many areas of the industry over that time. She joined Polygon Financial in February 2019 after working directly for a lender. She enjoys the challenge today’s mortgage arena provides and takes pride in ensuring her clients are offered the highest level of customer service.  Serena offers all her clients a professional bespoke service covering all areas of mortgage lending from first time purchase to remortgaging and raising additional funds.

Serena will ensure the right mortgage is sourced for your needs from the whole of the market, liaise with estate agents, builders and or solicitors.

Expertise: Residential Mortgages, Buy to Let Mortgages, Commercial Mortgages, Life Assurance, Critical Illness Cover, Income Protection, Private Medical Insurance, Accident, Sickness and Unemployment Cover

Serena holds the Cii qualifications CF1, CF6 and R05, essential in offering mortgage and protection advice and is a very approachable and efficient professional.

Outside of work Serena enjoys holidays and spending time with friends, family and her dog.

Louise Bowes

About Louise

 

Office Manager

Louise started her career in the general insurance industry in 1986. After spending many years working in Manchester she decided to swap her M60 commute to a more relaxed commute over the glorious Pendle Hill when she joined Polygon Financial in October 2010.

Louise is our Office Manager, dealing with client enquiries, regulatory responsibilities and accounts, as well as helping the advisers with back office support.

Outside of work Louise is married with 3 children and enjoys holidays.

Sharon Hyde

About Sharon

 

Office Administrator

Sharon Hyde joined Polygon in 2011 providing administrative support and is currently the personal assistant to Paul Lewis.

Prior to this, most of Sharon’s career has been within the banking sector, where she was a qualified financial adviser.  Her career then took a different route following the birth of her daughter.

Sharon loves her job and is passionate about providing the best possible customer service.  Outside of work she enjoys family life, which includes “Bongo” the dog and keeping fit.

If you feel that we might be able to work together, please contact us on 01200 428899 or email info@polygonfinancial.co.uk for an initial discussion or meeting without charge or obligation.