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Our Team

Meet the team members of Aqua Sulis Financial Management and get in touch…

Paul Lewis  DipFA

Senior Consultant

Tracey Barrie   DipFA

Senior Technical Specialist & Financial Planning Consultant

Emma Hurley  

Paraplanning & Technical Specialist Mortgage & Protection Specialist

Having worked in face to face financial services since the early 90s I have built a strong desire to assist clients on a face to face basis. My goal with all clients is to ensure they are relaxed and feel that my guidance adds value to their current position and that they can come back to me at any time on all issues financial. In this way my clients have remained with me for many years whether they have complex requirements or simple basic financial needs. Each one is treated with the same professionalism and desire to assist in a way that reassures, reviews and offers ongoing service.

I have been within the Financial Services industry since 1991 after taking a career break to have my family. My role involves focusing on the day to day management and financial administration of the company along with providing a senior Paraplanner role for all the Consultants. I also offer face to face financial advice and my aim is to always tailor my recommendations to the clients individual needs and requirements with the delivery of ongoing regular reviews to ensure their financial goals remain on track throughout their lives. Ensuring we deliver the service we promise to our valued clients is upper most to our core values.

I provide the service of a paraplanner dealing with all aspects of pre and post meeting documentation for all of the Consultants.  I joined the financial services industry in 2004 and have worked within both an administration role and that of a Mortgage Adviser. I have worked to build my experience and technical knowledge over the years in order to provide high level support to the Consultants at Aqua Sulis Financial Management.

The value of pensions and investments and the income they produce can fall as well as rise. You can get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My elderly mother had become ill. Her finances were in a mess and the bank had been less than helpful. I knew that I was out of my depth. I had met Paul from Aqua Sulis some years before. I decided to give him a call and ask for help. He was kind and supportive as he sorted out her financial affairs and invested it in a way that would help with her care. This led to my aunt asking Paul to help her with her finances. When she suddenly died he found me solicitors and managed the financial  side, relieving me and my family of the pressures of dealing with probate and financial decisions at this difficult time. He and the Aqua Sulis team have continued to advise and oversee our family finances in a very positive way during this time of economic uncertainity.

Susan Whitlock

Aqua Sulis Financial Management Ltd is an Appointed Representative of CAERUS Financial Ltd which is authorised and regulated by the Financial Conduct Authority.

© 2018. Reg’d in England & Wales No. 11119852. Reg’d Address: The Island House, The Island, Midsomer Norton, Radstock, BA3 2DZ  COOKIE POLICIES  |  TERMS

Aqua Sulis Financial Management Ltd is an Appointed Representative of CAERUS Financial Ltd which is authorised and regulated by the Financial Conduct Authority.

© 2018. Reg’d in England & Wales No. 11119852. Reg’d Address: The Island House, The Island, Midsomer Norton, Radstock, BA3 2DZ   

COOKIE POLICIES  |  TERMS

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