Meet the Team
Exceptional Independent Financial Intelligence, Planning and Advice for your financial future
Exceptional Independent Financial Intelligence, Planning and Advice for your financial future
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With over 33 years experience in financial services, Paul set up Strategic Vision Wealth Management in 2009 with the vision to create a financial planning and advisory firm that delivers exceptional, tailored guidance and service so that our clients can live their lives free from financial worry, knowing they have a trusted partner supporting them every step of the way.
In his personal time, Paul enjoys spending quality moments with his family – Lisa, Josh, and Poppy – along with their pets, Fred the cat and Blossom the dog. He has a passion for travel, values socialising with friends and family, and is an avid follower of Formula 1, rugby, and football.
With over 17 years of experience in financial services, Georgiana oversees the daily operations, ensuring the business runs smoothly and efficiently. Although her direct client interactions have decreased, she enjoys staying updated with their news. As a passionate advocate for health and wellbeing, Georgiana is also a Certified Women’s Coach.
In her personal time, Georgiana enjoys staying active through walking, strength training, yoga and exploring new cities. She’s always in search of good coffee, great food and stunning sunsets.
With over 20 years of experience in financial services, Kerri’s time is dedicated to working with our clients, proactively helping and caring for them on a daily basis. Her ability to foster strong and enduring relationships provides clients with the comfort she is at the end of the phone or email for anything they need.
In her personal time, Kerri enjoys time with her family and is passionate about wildlife, the great outdoors and photography.
With over 8 years of experience in financial services, Steph expertly manages a wide range of administrative tasks. Her responsibilities include processing client work, preparing client meeting files, liaising with providers and conducting research for our client’s recommendations and advice.
In her personal time, Steph loves renovating her charming Cotswold cottage, taking long walks in the countryside with her dog Reggie, and curling up by the fire with a good book.
With over 19 years of experience in financial services, Amanda excels at client communication, coordinating and organizing client meetings, and ensuring the efficient operation of the office. She is committed to supporting both clients and the team in numerous capacities.
In her personal time, Amanda enjoys the company of her cat Tilly, as well as spending quality time with family and friends. She enjoys dining out, going on road trips, and closer to home, Amanda finds relaxation in drinking tea, gardening, walking, and practicing yoga.
Mey joined with us in March 2024 as a Financial Services Administrator Apprentice. She has swiftly integrated into our team through her commitment to learning and professional development. Mey supports the team in facilitating the efficient operation of the office and has already proven her capability to contribute effectively. Achieving her first R01 exam represents a significant milestone and marks the start of what is anticipated to be a fulfilling career in financial services.
In her personal time, Mey is enthusiastic about photography, swimming, and yoga. She aspires to explore the world, seeking new adventures and experiences. As a Taylor Swift fan, Mey draws inspiration from the artist, who motivates her to pursue her aspirations with determination and creativity.
