About
I am a Chartered Financial Planner working at Hearnden Associates and work within our investment team in house. I provide wholistic advice across all areas including, pensions, investments, mortgages, protection and estate planning. Outside work, I enjoy playing football and am a keen cook.
| Age |
20-30
|
|---|---|
| Nationality |
British
|
| Civil status |
In a relationship
|
| Kids |
No
|
| Passionate about |
My family
Sports and fitness
|
| City, Country | Lingfield, GB |
I can support you in the following
Advice on house purchase and mortgages
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Real estate advice
Insurance
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help with a loan / debt
Help to set-up or sell a business
General advice, e.g. review of a personal situation
Skills & Qualifications
| Firm | Hearnden Associates |
|---|---|
| Function | Chartered Financial Planner |
| Place of work | Independent professional |
| Experience | 5 - 10 years |
| Qualifications |
APFS Chartered Financial Planner
|
| Regulatory (FCA) Authorized: | Yes |
| Reference Number | HXC00061 |