Meet The Team

Family owned, family run.

A team to help you turn your financial dreams to reality

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A shared commitment to help and support clients at every stage of life.

Paul min

What they say about the team

“The firm made a complicated issue for me a very simple thing by explaining everything step by step in layman’s terms. The business was conducted in a friendly manner but at the same time making me aware of everything involved.”
Andy Docherty

Paul Angell

Founding Partner & Financial Adviser

E: Paul@georgetownwealthmanagement.co.uk
T: 07799 798515

Paul founded Georgetown Wealth Management and has over 32 years of financial services and wealth management experience. He holds BSc Mathematics from the University of Glasgow, Diploma in Financial Planning and CII G60 Pensions and has been working as a qualified Financial Adviser since 1991. He was previously a Financial Adviser and Assistant Branch Manager at Standard Life and latterly, formed Reid Scott Ross Ltd where he was Managing Director for 17 years. Due to his experience as a Financial Adviser and experience of forming, managing, and selling a successful company, Paul has a unique insight and deep understanding of helping individuals on planning for success as well as the challenges and potential opportunities for businesses.

Experience

  • Financial Planning
  • Wealth Management
  • Inheritance Tax Planning
  • Pre and post retirement planning
  • Personal and business protection

Sector Expertise

  • Family business
  • Private Client
  • SME

Qualifications

  • BSc Mathematics
  • Diploma Financial Planning
  • CII G60 pensions
Molly min

Molly Angell

Financial Adviser

E: Molly@georgetownwealthmanagement.co.uk
T: 07472 633814

Molly holds BA(Hons) in International Business and Diploma in Regulated Financial Planning. It was during her time at university that she had her first experience of the financial services sector whilst studying in New York for 6 months, gaining invaluable insight from the world of Wall Street. Molly has a passion for helping others and providing exceptional and bespoke client care which has followed her from her previous roles in Retail, into Financial Services.

Now, as a qualified Financial Adviser, Molly enjoys meeting clients, listening, and understanding about their personal circumstances and where they are in life or business to help them to create a financial plan for their goals. She strongly believes that forming solid relationships with clients built on trust and integrity is important for successful financial planning advice.

Experience

  • Financial Planning
  • Wealth Management
  • Personal and business protection

Sector Expertise

  • Private Client
  • Women in business

Qualifications

  • BA(Hons) in International Business
  • Diploma in Regulated financial Planning

What they say about the team

“I was happy with the service given; everyone was very friendly and welcoming. All phone call queries were dealt with promptly and my reviews arranged.”
Elizabeth Fairweather

Tim min

What they say about the team

“First class service!”
Graham Carlisle

“We are absolutely delighted by the service that Paul and his team provides.”
Gordon Greenfield

Tim Matthias

Paraplanner

E: tim@georgetownwealthmanagement.co.uk

Tim joined Georgetown Wealth Management in April 2021 as Paraplanner. He has over 30 years of financial services experience, of which, 15 years as Paraplanner working with high-net-worth clients for one of the UK’s largest Independent Financial Advisers.

In his role as Paraplanner, Tim supports Paul and Molly and works closely with Lindsay to provide detailed research reports required for a client’s financial plan. He is responsible for analysing research, looking at data and preparing suitability reports that helps Paul & Molly put together the most suitable plan based on the client’s unique circumstance.

Tim has extensive pensions and investments knowledge and is an expert in Lifetime Cashflow Forecasting.

Away from the office, Tim is kept busy with two young children and as a family, they enjoy lots of outdoor walks.

Experience

  • Financial Planning
  • Wealth Management
  • Inheritance Tax Planning
  • Pre and post retirement planning
  • Personal and business protection
  • Estate Planning

Sector Expertise

  • Family business
  • Private Client
  • SME

Qualifications

  • Financial Planning Certificate
Lyndsey min

Lindsay McNulty

Sales Support Executive

E: Lindsay@georgetownwealthmanagement.co.uk

Lindsay has over 16 years of experience in financial services as she previously worked for a leading international Pensions and Investments provider. She has a strong knowledge across all pensions, investments and protection products, and as a result, is able to provide first-class customer service support to our busy team.

She is currently studying to be a Paraplanner and has successfully completed RO1 and RO2 exams as part of her path to achieve this.

She provides all other general administration and client service support for the team which means she has been able to build good working relationships with our clients too, which we feel is a crucial part of our service offering.

Experience

  • Financial services
  • Customer services/care

Sector Expertise

  • SIPP
  • Pensions

Qualifications

  • RO1
  • RO2

What do they say about Lindsay?

“Dealing with Paul and colleagues has been a pleasure. Professional, clear communications and excellent advice made what could have been daunting a very good experience.”
Steve Davies