Meet The Team

Paul Hudson

About Paul

Managing Director

Qualifications
CeMAP – Certificate in Mortgage Advice and Practice (IFS)
CertPFS (DM) – Certificate Personal Finance Society (PFS)
Diploma in Professional Financial Advice (SQA)

 

Paul is an experienced Managing Director with a history in the financial services industry for over 34 years. He is a professional with distinguished qualifications in Independent Financial Advice from the Scottish Qualifications Authority and Chartered Insurance Institute. Paul excels at assisting clients in the fields of Pensions, Investments, Trusts, Taxation and Estate Planning advice along with assisting clients in the creation/expansion of Property Portfolios.

Paul’s past history includes strategic and operational lead for 700+ Police Officers within the Special Constabulary as an Assistant Chief Officer for Merseyside Police, showing skills in crisis management, coaching and organisational leadership.

Paul also took a pivotal role with the launching of the Children’s Charity Life for a Kid Foundation which was set up to promote physical and mental health, relieve sickness amongst children, young people, their families and carers.

Hannah Hudson

About Hannah

Senior Executive

Qualifications
CeMAP – Certificate in Mortgage Advice and Practice (IFS)
DipFA – Diploma for Financial Advisers (IFS)

 

Hannah is an experienced and driven financial adviser with over 15 years’ experience, providing clients with retirement planning, investment advice, mortgage advice and overall support.

Hannah has numerous qualifications including CeMap and DipFA she is also a MLIBF and is passionate about learning new skills and regularly attends new courses to ensure my knowledge of the financial sector remains at the highest standard.

Her passion within the financial sector is regulation; Hannah ensures Oakley Independent remains ahead of the curve in new up and coming legislation so our clients never miss out on an opportunity.

I like to inspire people to achieve their dreams and believe with the correct financial advice anything is possible.

 

Laura L Buoey

About Laura L

Client Relationship Manager

Qualifications
BA (Hons) Accounting

 

Laura is a newly qualified independent financial advisor and has worked for Oakley Independent for three years.

Laura has been part of the financial world for ten years, after qualifying with a 2:1 honours degree from the University of Liverpool specialising in Accounting.

Laura is part qualified in CIMA and has gained valuable experience in the accounting department with a national supplier.

More recently she has gained a CeMap, DipFA and is a MLIBF allowing her to advise on mortgages, pensions, investments, insurance and estate planning.

Laura am passionate about helping people achieve their life goals and not allowing financial matters to get in the way. As well as ensuring people are fully protected for times when they require extra support.

I like to provide a service that make my clients feel special, providing them with the support and knowledge they need to make the right decisions for them.

 

Diane Hudson

About Diane

Field Administrator

Alan Gibson

About Alan

External Technical Consultant

Qualifications
ACII – Associateship Examination (CII)
CFP – Certified Financial Planner Licence (IFP)

Want to know more?

Call us for a friendly chat on 01744 818 111 or email: info@weareoakley.co.uk