HORLOCK HOLDCROFT FINANCIAL CONSULTANTS - Key Persons
Hayley has 25 years' experience in the Financial Services Profession and is committed to providing quality financial advice built around client specific needs and objectives. She is experienced in all areas of Financial Planning with specialist understanding of:
Corporate pension and employee benefits
Pension planning
Savings and investments
Taxation and trusts
Long term care fees and planning for later life.
Katie is our Financial Services Administrator, performing receptionist duties for the firm, carrying out general office tasks, and providing administrative support to adviser Nick.
Katie's main responsibilities include:
Helping clients, as well as providers, with any queries they may have
Tracking progress on new business cases
Maintaining client records
Completing client review paperwork.
Nick has over 25 years' experience in the financial service industry and is Diploma qualified. He is experienced in all areas of financial planning with specialist understanding of:
Pension drawdown and pension transfers
Small Self Administered Schemes (SSAS)
Self Invested Personal Pensions (SIPP) including property purchases, SSAS and executive pension plan wind ups
Pensions and divorce
Zuzana is our Senior Administrator offering excellent customer service and committed to providing dedicated client support and administrative support to adviser Hayley. She is on hand to deal with queries relating to:
Existing policy information, valuations and amendments
Change of personal details
New business progress updates
Provider correspondence queries