Paton Financial Planning
Fiona Paton Loader
BSc (hons), FCA
I am passionate about financial education for everyone, especially women. I love helping my clients envisage their future goals and dreams, and to help them put plans in place to achieve financial security; removing any anxiety or confusion and giving them confidence and peace of mind.
My mission is to provide all my clients with the best possible financial advice for their specific circumstances, with a commitment to building trusted and enduring relationships with them.
About
I am a financial professional, having worked in finance for over 35 years. I was previously a Partner with Coopers & Lybrand (now PwC) in Sydney, Australia and I then followed my dream and travelled the world for 12 months.
After my travels I settled in Muscat, Oman and raised my children - two sets of twins! As a woman, expat and mother, I know how important it is to have financial security, whatever stage of life you are at.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 21/12/2023
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.
