Expertise
- Inheritance Tax Planning
- Wealth Management
- Mortgage & Protection Advice
- Pension Transfers
- Pensions
- Investment
- Pensions on Divorce
- ISA's
Summary
Demystifying Financial Planning through open and honest conversations.
I create tailored financial plans for individuals & businesses to help meet their Financial Planning goals through education, prioritisation and implementation.
It all starts with a conversation….
We work with our clients covering the following key areas:
- Pensions Advice (regular, single, transfers)
- Pension income (annuity, drawdown)
- Investments (ISA's, Unit Trust, Bonds, onshore, offshore)
- Investments (VCT, EIS)
- Inheritance Tax Planning and Trusts
- Mortgages
- BTL mortgages
- Life Cover
- All protection (life cover, critical illness, Private medical, Permanent Health Insurance).
- Business Protection - shareholder protection, key person cover, Relevant Life, Death in Service, Critical illnesss.
- Employee Benefits - staff pensions.
- Financial Education - bespoke education to companies and staff to promote financial wellbeing.
- Investments - Discretionary Fund Managment.
Experience
-
Hayes Financial Planning Limited
Owner
2019 - Current -
Standout Consulting Limited
Owner
1 - 5 Employees 2024 - Current -
St. James Place
Business Development Manager
100+ Employees 2015 - 2018 -
Legal & General
Business Development Team Manager
100+ Employees 2012 - 2015 -
IFA
IFA - Self Employed
6 - 20 Employees 2005 - 2011
Education History
-
GCSE's
Greenshaw High School
1990 - 19968 A-C passes.
-
A Levels
Greenshaw 6th Form
1996 - 1998A Level Geography, PE, Sociology and Ecomonics (all A-C passes)
Qualifications
DIPFS (wealth management and advice)
Various Chartered Level Financial Planning Exams.
Prince2 - project managements.
CIPD Associate - Coaching and L&D
Clubs and Associations
Round Table (https://www.rt119.org.uk/)
School Governor (finance and risk).
Work:
- FCA.
- BCS Associate
- CIPD Associate member
Interests and Hobbies
Outside work, I spend the vast majority of my free time with my family (married with 2 kids) as well as wider activities.
A keen footballer (although the body is struggling now!!), I coach 2 x disabled football teams with a close school friend.
I am a Governor at the local High School as well as being Chairman of the local Round Table (RT119 Reigate and Redhill).
