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location pinLiverpool

Paula Swanick

Advisor Support Manager

experience

I oversee the day-to-day management of the Advisor Support Team to help advisors and paraplanners with planning for our clients. I have worked in financial services for 34 years.  I have had many roles, mainly support work, but I have also worked as a complaints handler and a file auditor.

personal interests

My husband and I have a canal boat and like to spend as much time as possible cruising the canal system.  It’s interesting to think that hundreds of years ago canals were the main way of transporting cargo.