Paulina Worthington
DipPFS EFA Cert CII (MP) BA (Hons)
I am a dedicated Financial Adviser with a passion for helping individuals and businesses achieve their financial goals. With over 20 years of experience, I specialise in providing clear, strategic advice tailored to each client’s unique needs, helping ensure they feel confident and secure in their financial future.
About
I founded Klara Wealth in 2019 after graduating from the St. James's Place Financial Adviser Academy in Manchester and earning a Diploma in Regulated Financial Planning.
With over two decades of experience in financial services, my career began at 18 in accountancy, where I completed the AAT course before transitioning into insurance. Along the way, I graduated with a Bachelor's degree in administrative and public law in Poland, and passed with Commendation a Graduate Diploma in Law conversion at BPP Law School in Leeds.
My qualifications, combined with a diverse background in finance, uniquely equips me to provide comprehensive advice to businesses, charities, trustees, and individuals.
I believe the true value of financial advice lies in empowering people to make informed decisions that lead to lasting financial security. My approach goes beyond asset allocation or tax planning, offering a holistic perspective on managing finances, setting achievable goals, and navigating life’s uncertainties.
My passion for helping people achieve financial peace of mind is driven by a desire to make a meaningful, lasting impact on their lives.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
