Paul Witkiewicz

Role: Financial Planner
Dept: Napthens Wealth Management
Location: Southport
Direct Dial: 0345 0702835
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Summary

Paul is a member of Napthens’ Wealth Management team and has over 10 years experience in financial services. He works closely with his clients to understand their goals and objectives and to put in place a robust financial plan that will help them achieve these goals.

Specialisms

Paul takes a holistic view when advising clients but is particularly experienced with investments and pensions. He works predominantly with individuals but also works with various businesses around the north-west.

Background

Paul joined Napthens Wealth Management team in 2016.  He commenced his career in 2006 with Edward Jones Ltd as a Financial Adviser & Stockbroker. He moved to Armstrong Financial Planning Ltd in 2010 as an Independent Financial Adviser and then joined Ludlow Wealth Management Group in 2014.  He lives in Standish with his wife and two children.

Memberships and Awards

Paul has the Diploma in Financial Planning and is a member of the Personal Finance Society and Chartered Insurance Institute.

More about Paul Witkiewicz

Describe yourself in 3 words:
Trustworthy. Thoughtful.  Loyal.

How do you like to relax out of work?
Performing music – I conduct and play violin for various music groups around the region. I also enjoy baking and playing squash.

What is your proudest achievement?
Conducting my choir and local brass band (plus over 20,000 fans!) in a rendition of Jerusalem, Rule Britannia and Land of Hope & Glory at the DW Stadium before the Wigan Warriors match against Brisbane Broncos in February 2015.

Name your favourite:
Book – Two Brothers by Ben Elton / Film - The Godfather (I & II) / Music – Classical (Mahler’s 2nd Symphony), Popular (Keane’s album Hopes & Fears)