Meet the team

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.

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.

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.

Office Administrator

Sophie is our newest member and joined us in March 2021.

She is a great addition to our team, bringing with her over 6 years financial services administration experience.

Outside of work, Sophie enjoys long walks, spending time with her son and socialising.