The hhfm team
We have a team approach and at first contact will guide clients to the most appropriate person in the company to assist them. In addition to our two senior planners we have a well qualified team of fully and part qualified planners who are able to work independently for clients or to work on certain aspects along with a senior planner. This is cost effective for clients paying hourly financial planning rates and also allows us to develop specialists in house for areas such as mortgages, investment trusts and ethical fund investment.
Senior Planners
Saran Allott-Davey
Saran has been involved in providing financial planning services to companies and individuals for 20 years. She is one of the most highly qualified Financial Planners in the UK.
In addition to an Honours Degree in Management Saran has qualified as a Chartered Financial Planner and a Certified Financial PlannerCM.
Saran enjoys working with a wide range of individuals from those starting out in their careers or professions, to those who have sold businesses or retired from employment and are looking for investment advice. She has a personal interest in ethical investment and specialises in investment, inheritance tax planning and advising the elderly and holds the specialist exam passes for this area.
Saran regularly broadcasts on financial issues for the BBC and Channel 4, writes for the financial press and is frequently invited to speak at conferences throughout the UK. She is an Assessor for the Certified Financial PlannerCM licence and a former Chair of the South Wales Branch of the Institute of Financial Planning (IFP).
Her experience as a Financial Planner and businesswoman has been recognised with three outstanding National awards: Winner of the Woman IFA of the Year in 2004, Winner of the Financial Adviser Investment IFA of the Year in 2003 and Runner up of Woman IFA of the Year in 2002.
Chris Jordan
Chris has been an Independent Financial Adviser to companies and individuals for 20 years and has qualified as a Chartered Financial Planner and a Certified Financial PlannerCM.
Chris holds an Honours Degree in Economics and Economic History and a range of post graduate professional qualifications. Chris holds specialist exam passes in pension transfer work and advising the elderly.
Chris specialises in advanced retirement planning strategies, investment portfolio management and corporate financial planning issues, such as exit strategies for successful business owners and senior executives.
Many clients are currently very concerned about Inheritance Tax and the impact this will have on the beneficiaries of their estate. Much of Chris’s work involves mitigating at least part of this problem with a forward thinking financial plan involving all of the family.
Chris´s expertise has been recognised with a string of national awards including the Financial Times Money Management Personal Pension Planner of the Year, Directors´ Pension Planner of the Year awards, Ethical Investment Planner of the Year and Runner-Up in the Financial Adviser Pensions IFA of the Year. He is an Institute of Financial Planning (IFP) Team Challenge winner and past Chair of the IFP in South Wales.
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The Team