Hazel Bowen

Hazel Bowen Email and Phone Number

Senior Wealth Planner @ Canaccord Wealth
United Kingdom
Hazel Bowen's Location
United Kingdom, United Kingdom
Hazel Bowen's Contact Details

Hazel Bowen personal email

n/a
About Hazel Bowen

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*

Hazel Bowen's Current Company Details
Canaccord Wealth

Canaccord Wealth

View
Senior Wealth Planner
United Kingdom
Employees:
735
Hazel Bowen Work Experience Details
  • Canaccord Wealth
    Senior Wealth Planner
    Canaccord Wealth
    United Kingdom
  • Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
    Senior Wealth Planner
    Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) May 2023 - Present
    Norwich | Cambridge | London Enabling clients to achieve their unique goals and ambitions, through comprehensive and independent financial planning.
  • Personal Finance Society
    Pfs Power Panel Member
    Personal Finance Society May 2023 - Present
  • Personal Finance Society
    Committee Member
    Personal Finance Society Nov 2016 - Present
    Norfolk, England, United Kingdom
  • Personal Finance Society
    Education Outreach Ambassador - Norfolk
    Personal Finance Society Jan 2021 - Mar 2023
    Norfolk, England, United Kingdom
  • Personal Finance Society
    Regional Chair - Norfolk
    Personal Finance Society Nov 2017 - Jan 2022
    Norfolk
  • Personal Finance Society
    Vice Chair - Norfolk
    Personal Finance Society Jan 2017 - Nov 2017
  • Coutts
    Director | Chartered Financial Planner
    Coutts Mar 2022 - Apr 2023
    East Anglia
    Providing specialist financial planning to Coutts' HNW/UHNW clients.
  • Norwich Business Womens Network
    Committee Member
    Norwich Business Womens Network Dec 2016 - Apr 2023
  • Norwich Business Womens Network
    Chairwoman
    Norwich Business Womens Network Jul 2019 - Dec 2022
    Norwich, United Kingdom
  • Tilney Smith & Williamson
    Chartered Financial Planner
    Tilney Smith & Williamson Mar 2021 - Feb 2022
    East Of England, England
  • Insurance Institute Of Norwich
    Committee Member / Pfs Representative
    Insurance Institute Of Norwich Jul 2016 - Jan 2022
  • Smith & Pinching
    Chartered Financial Planner
    Smith & Pinching Dec 2015 - Mar 2021
    United Kingdom
    Financial Adviser since December 2015; Chartered Financial Planner since December 2016
  • Compass Independent Financial Services Ltd
    Senior Mortgage Adviser
    Compass Independent Financial Services Ltd Jun 2013 - Dec 2015
  • Countrywide Mortgage Services
    Mortgage Adviser
    Countrywide Mortgage Services May 2011 - Jun 2013
  • Abbotts Countrywide
    Sales Negotiator
    Abbotts Countrywide Dec 2010 - May 2011
  • Moneyfacts Group Plc
    Financial Research Consultant
    Moneyfacts Group Plc May 2006 - Dec 2010
  • Royal Bank Of Scotland
    Ecommerce Assistant
    Royal Bank Of Scotland Apr 2003 - Apr 2006

Hazel Bowen Skills

Mortgage Lending Residential Mortgages Life Insurance General Insurance Equity Release Financial Advisory Buy To Let Relationship Management Personal Protection Banking Sales Finance Personal Pensions Investments Defined Benefit Financial Planning Leadership

Hazel Bowen Education Details

  • Norwich High School For Girls
    Norwich High School For Girls
  • Direct Dance
    Direct Dance
    Modern, 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?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.