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 it also allows us to develop specialists in house for areas such as investments, estate planning and retirement planning. Our approach means that there should always be someone on hand to assist when a client gets in touch, with a good knowledge of each client’s affairs.
Financial Planners
Wayne Evans
Wayne started his career in the teaching profession before entering the financial services industry. He has over 20 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 other clients are investing for capital growth only.
Wayne is an Honours Graduate and 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. In December 2008, Wayne received the Financial Times New Breed Adviser Award for Best Post-Retirement Planner.
The Paraplanning Team
The paraplanning team works closely with the planners to provide bespoke research, recommendation reports and financial plans with the aim of producing high quality holistic financial planning for our clients.
Heather Jones - Paraplanner
Heather has over 17 years experience within financial services, and joined Heron House in 2004. She holds the Financial Planning Certificate and is working towards attaining the Diploma in Financial Planning, within which she already holds a specialist trust paper.
Neil McCarthy – Head of Research
Neil’s experience includes employment with a large corporate financial service provider before joining Heron House in 2007 as part of our paraplanning team. Neil holds the Diploma in Financial Planning and is working towards the Advanced Diploma and hopes to attain Certified and Chartered status in the future. Neil also holds a fund management qualification, the highly regarded Investment Management Certificate (IMC).
The Client Services Team
Eleni Papantoniou – Personal Assistant to Saran Allott–Davey
Cassy Lewis – Personal Assistant to Chris Jordan
Lynette Roberts – Personal Assistant to Wayne Evans
Eleni, Cassy and Lynette maintain a vital link between the client and their Planner. They have each been with the company for a number of years and maintain a close and confidential working relationship with clients. While providing a high level of support to the client, each PA continues 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.
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 and preparation of client reviews.
Cath Whyman – Administrative Assistant
Cath provides valuable administrative support to the business in general. She works alongside other members of the team to provide an efficient client support service and she is the first point of contact for telephone calls and visitors to the office.