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Hayley Jones

DipPFS

Diploma Qualified Paraplanner

Hayley is the voice of reason in our team. Quietly confident from her extensive experience and knowledge in the finance sector and banking background, her logical, calm and diligent approach to work ensures our Advisers are providing high quality, up to date advice and information.

Hayley is Diploma Qualified in Financial Planning and joined us from Schroders Personal Wealth arm of Lloyds Bank, giving her a great bigger picture knowledge of Financial planning and industry standards. Hayley has chosen a non advisory role and is qualified in preparing client recommendations across a complete spectrum areas including; Inheritance Tax and Estate Planning, Investments, Pensions and Protection.

Hayley Jones

Hayley is the voice of reason in our team. Quietly confident from her extensive experience and knowledge in the finance sector and banking background, her logical, calm and diligent approach to work ensures our Advisers are providing high quality, up to date advice and information.

Hayley is Diploma Qualified in Financial Planning and joined us from Schroders Personal Wealth arm of Lloyds Bank, giving her a great bigger picture knowledge of Financial planning and industry standards. Hayley has chosen a non advisory role and is qualified in preparing client recommendations across a complete spectrum areas including; Inheritance Tax and Estate Planning, Investments, Pensions and Protection.