Paulina Krause-Niwinska
Chartered Financial Planner - Client Director
My role is to understand my client’s goals and aims and help them with their financial journey over the years to achieve these, no matter how complicated these might be.
Before Templar
Paulina graduated from University of Gdansk with a Master's Degree in "International Finance and Banking"
Inside Templar
Paulina’s advice encompasses all aspects of Retirement Planning, Estate Planning, Succession Planning and Financial Planning.
Specialisms
- Paulina is bi-lingual and is as comfortable dealing with Polish-speaking clients, as her English-speaking clients.
- Business owners and Private Clients.
- Divorced and widowed clients.
- Clients planning for retirement.
Outside Templar
Paulina is very keen on travelling and spends her holidays discovering new places all over the world.
Her great passion is fitness and Nordic walking, including rising early every morning at 5am to enjoy a bit of sport before work.
Professional qualifications:
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- Equity Release and Mortgage Adviser
- Pension Specialist
Experience:
17 Years