Paul Wren started his career in financial services as a qualified Mortgage Adviser, working for large estate agent groups until he moved into financial planning in 2008.
He worked for large banks including HSBC and Barclays, until being asked to join Wellesley in 2015. Now, as an Adviser, Paul specialises in inheritance tax planning and retirement planning.
Out of Hours: Paul lives in Reigate with his wife, Helen, and his two children, Faith and Eddie. He really enjoys spending time with his family and has a love of technology.
We were delighted to welcome Mr Soni to the Wellesley Wealth Advisory head office for the first time. Mr Soni joined us to discuss the current relationship he has with Wellesley Wealth Advisory and his adviser, Paul Wren. They have worked together for many years, with Mr Soni’s family members also receiving advice and support from Paul.
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