HITCHELL FINANCIAL PLANNING - Key Persons
Job Titles:
- Chartered Financial Planner
Following in his fathers footsteps, James joined the practice in 2002. As a Chartered Financial Planner he is one of the most highly qualified UK advisers by examination (source: Personal Finance Society and The Institute of Financial Planning).
Jane, is one of our experienced investment and pension administrators, looking after the day-to-day needs of wealth clients. Jane has been with us for over 7 years and previously had a variety of roles within IFA and financial service companies.
Louisa has joined Hitchell Financial Planning as Practice Manager to help run the Operations side of the business while continuing to carry out some paraplanning work.
Natalie is an experienced investment and pensions administrator and has worked in numerous roles within Wealth Management and local IFA practices. She has worked in the financial services industry for many years.
Job Titles:
- Chartered Financial Planner
Richard joined the business in 2007 and having made the decision to specialise, he achieved Chartered Financial Planner status in 2017.
Rob joined the practice in February 2015 and specialises in getting the right results for clients with mortgages and protection. Rob had previously been with Global Financial Limited for a number of years as a mortgage adviser.
Although at the start of her career, Sarah already has four years of experience in investment and pensions administration, as well as marketing within the financial advisory industry.