Financial Planners

Wayne Evans

Wayne started his career in the teaching profession before entering the financial services industry. He has twenty years’ experience in financial services including discretionary fund management. He worked for two large financial companies before joining hhfm in February 2005.

Wayne specialises in investment and inheritance tax planning and has in-depth experience of advising on and managing the portfolios of high net worth clients. Many of his clients are retired and wish to boost their income whilst many other clients are investing for capital growth only.

Wayne is an Honours Graduate, a Member of both the Personal Finance Society and the Institute of Financial Planning. He holds advanced qualifications in Investment and Trust Planning and writes frequently for professional journals.

The Client Services Team

Eleni Papantoniou – Personal Assistant to Saran Allott–Davey

Lynette Roberts – Personal Assistant to Chris Jordan

Eleni and Lynette maintain a vital link between the client and their adviser. They have both been with the company for a number of years and maintain a close and confidential working relationship with clients. They are experienced in many areas of financial planning and are therefore able to provide a high level of support to the client. Eleni and Lynette continue to further their education in Financial Planning to ensure that they maintain current knowledge of the ever-changing profession.

Janet Rees – Financial Controller

Jan has considerable experience in financial services and is responsible for our accounts, compliance, personnel, training and competence. She has a high level of knowledge in many areas of the advisory process and provides additional valuable support to the smooth running of the business.

Heather Jones – Paraplanner

Heather works closely with all advisers to assist in product research and recommendation. Heather is working towards completion of the Certificate of Financial Planning. Her role as a Paraplanner involves the initial construction of the draft financial plan.

Karen Cowles – Administrative Assistant

Karen holds a Maths degree and has experience in the actuarial profession. She supports the team on a part-time basis with general administration.

Kendell Cain –Administrative Assistant

Cassy Lewis – Administrative Assistant

Kendell and Cassy provide key administrative support to both Wayne Evans and the business in general, working alongside other members of the team to provide an efficient client support service. They are the first point of contact for telephone calls and visitors to the office.