Hazel Bowen work email
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Hazel Bowen personal email
Working with clients to plan for and achieve their goals is a huge privilege and a great career. As a multi-award winning Chartered Financial Planner I provide comprehensive financial advice and planning for high net worth individuals, couples, families and trusts and have expertise in guiding clients through significant life transitions.Working as a key member of your professional team, I can advise you on matters including:🟠 Strategic financial planning and investment advice, to reduce taxes and maximise your wealth🟤 Planning for retirement🔵 Preparing for a business exit🔴 Protecting you and your family from the financial risk of ill-health or death🟡 Navigating the financial negotiations of divorce as a Resolution Accredited Specialist 🟣 Passing on wealth to loved ones🟢 Putting an inheritance to good use⚪️ Funding later life care🏆 My commitment to delivering exceptional client outcomes has been recognised nationally as winner of the Personal Finance Society Chartered Financial Planner of the Year (2022/23), and previous winner of Mortgage and Protection Advice Specialist of the Year and Education Champion of the Year.Creating meaningful outcomes is my passion, so you can live your best life. 🤝 If you are looking for a highly personalised approach to financial planning, supported by expert advice, I would be happy to help. *Any views expressed on LinkedIn are my own and do not reflect the views of my employer*
Canaccord Wealth
View- Website:
- canaccord-wealth.com
- Employees:
- 735
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Senior Wealth PlannerCanaccord WealthUnited Kingdom -
Senior Wealth PlannerCanaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) May 2023 - PresentNorwich | Cambridge | London Enabling clients to achieve their unique goals and ambitions, through comprehensive and independent financial planning. -
Pfs Power Panel MemberPersonal Finance Society May 2023 - Present -
Committee MemberPersonal Finance Society Nov 2016 - PresentNorfolk, England, United Kingdom -
Education Outreach Ambassador - NorfolkPersonal Finance Society Jan 2021 - Mar 2023Norfolk, England, United Kingdom -
Regional Chair - NorfolkPersonal Finance Society Nov 2017 - Jan 2022Norfolk -
Vice Chair - NorfolkPersonal Finance Society Jan 2017 - Nov 2017 -
Director | Chartered Financial PlannerCoutts Mar 2022 - Apr 2023East AngliaProviding specialist financial planning to Coutts' HNW/UHNW clients. -
Committee MemberNorwich Business Womens Network Dec 2016 - Apr 2023 -
ChairwomanNorwich Business Womens Network Jul 2019 - Dec 2022Norwich, United Kingdom
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Chartered Financial PlannerTilney Smith & Williamson Mar 2021 - Feb 2022East Of England, England
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Committee Member / Pfs RepresentativeInsurance Institute Of Norwich Jul 2016 - Jan 2022 -
Chartered Financial PlannerSmith & Pinching Dec 2015 - Mar 2021United KingdomFinancial Adviser since December 2015; Chartered Financial Planner since December 2016 -
Senior Mortgage AdviserCompass Independent Financial Services Ltd Jun 2013 - Dec 2015 -
Mortgage AdviserCountrywide Mortgage Services May 2011 - Jun 2013 -
Sales NegotiatorAbbotts Countrywide Dec 2010 - May 2011
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Financial Research ConsultantMoneyfacts Group Plc May 2006 - Dec 2010 -
Ecommerce AssistantRoyal Bank Of Scotland Apr 2003 - Apr 2006
Hazel Bowen Skills
Hazel Bowen Education Details
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Norwich High School For Girls -
Direct DanceModern, Ballet & Tap Dance
Frequently Asked Questions about Hazel Bowen
What company does Hazel Bowen work for?
Hazel Bowen works for Canaccord Wealth
What is Hazel Bowen's role at the current company?
Hazel Bowen's current role is Senior Wealth Planner.
What is Hazel Bowen's email address?
Hazel Bowen's email address is bo****@****g.co.uk
What schools did Hazel Bowen attend?
Hazel Bowen attended Norwich High School For Girls, Direct Dance.
What skills is Hazel Bowen known for?
Hazel Bowen has skills like Mortgage Lending, Residential Mortgages, Life Insurance, General Insurance, Equity Release, Financial Advisory, Buy To Let, Relationship Management, Personal Protection, Banking, Sales, Finance.
Not the Hazel Bowen you were looking for?
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1unr.edu
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Hazel Bowen
Minneapolis, Mn -
1gemini-business-solutions.co.uk
2 +447970XXXXXX
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