Hilary Wise Ba (Hons) Apfs Dm

Hilary Wise Ba (Hons) Apfs Dm Email and Phone Number

Chartered Financial Planner @ The Family Elephant
Hilary Wise Ba (Hons) Apfs Dm's Location
Gloucester, England, United Kingdom, United Kingdom
About Hilary Wise Ba (Hons) Apfs Dm

Hilary Wise (BA) Hons, APFS DMChartered Financial PlannerI have now worked in the financial advice profession for 11 years and the investment and commitment that I have put in to learning the necessary skills and technical knowledge to provide clients with the best possible chances to create financial secuiry for themselves and their family is really starting to pay off. I am highly qualified and very capable financial adviser with the knowledge and skills to make a real difference.I am very fortunate to be working within a great small team of likeminded people, putting our clients right at the heart of what we do. Constantly pushing our knowledge and understanding forward and challening ourselves to provide the best advice and the best customer service to our clients. We help wealthy individuals and families to protect, grow, plan, organise and improve their finances so that they can lead the life they want to lead with the peace of mind that their best interests are protected.

Hilary Wise Ba (Hons) Apfs Dm's Current Company Details
The Family Elephant

The Family Elephant

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Chartered Financial Planner
Hilary Wise Ba (Hons) Apfs Dm Work Experience Details
  • The Family Elephant
    Technical Manager
    The Family Elephant Jan 2024 - Present
    Cheltenham
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  • The Wealth Harbour
    Chartered Financial Planner
    The Wealth Harbour Aug 2022 - Present
    Cheltenham, England, United Kingdom
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  • Schroders Personal Wealth
    Personal Wealth Adviser
    Schroders Personal Wealth Jun 2021 - Aug 2022
    Gloucester, England, United Kingdom
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  • Hda Chartered Financial Planners
    Chartered Paraplanner
    Hda Chartered Financial Planners Jun 2019 - Jun 2021
    Cheltenham, Uk
    Paraplanner to Senior Pensions Consultant (& Director). Team leader of the Adviser Support administration team.
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  • Hda Chartered Financial Planners
    Paraplanner
    Hda Chartered Financial Planners Jan 2015 - May 2019
    Cheltenham, Gloucestershire, United Kingdom
    Paraplanner to Senior Pensions Consultant and Group Pensons Adviser. Team leader of the Adviser Support administration team.
  • Hda Chartered Financial Planners
    Adviser Support
    Hda Chartered Financial Planners May 2013 - Dec 2014
    Cheltenham
     Research and analysis of existing client pensions for suitability and production of client friendly technical synopses for advisers and clients On-going client investment reviews on a six monthly basis, includes annual allowance, carry forward and other tax calculations where required Co-ordinating and training junior members of the support team to manage workflows and ensure high standards of working Suitability Report writing from template reports for pension switches and investment business Pension and Investment related new business tasks such as producing application documentation, submission of business and compliance procedures Corresponding via telephone and email with clients and product providers Submission of group pension schedules for c. 1900 member schemes Administering bulk client activity such as advisory rebalancing instructions Responsible for at retirement preparation for pension clients
  • Capita
    Internal International Sales Consultant
    Capita Dec 2012 - Apr 2013
    Cirencester, Uk
    SIMS (School Information Management System) is a trusted world-class management information system used by over 500 independent and international schools in 42 countries worldwide.I am working in the Internal sales team, for the International side of the business working with clients from each and every continent! My role is to find and create as much new business leads for the international team to grow and expand SIMS.net around the world.
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  • This England Publishing Limited
    Customer Service Representative
    This England Publishing Limited Sep 2012 - Dec 2012
    Cheltenham, Uk
    Temporary Role in customer service to build my skills and experience in order to start my career having finished university.
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  • The Bathurst Arms
    Bar And Waiting Staff
    The Bathurst Arms Jun 2010 - Sep 2012
    Cirencester, Uk
    I was a long standing member of the Bar and Waiting Team at the Bathurst Arms. Set in the picturesque village of North Cerney right on the edge of the River Churn, the Bathurst Arms offers the intimacy of a traditional Inn, combined with the high standards of food, wine and accommodation, expected by today's discerning traveller.

Hilary Wise Ba (Hons) Apfs Dm Education Details

Frequently Asked Questions about Hilary Wise Ba (Hons) Apfs Dm

What company does Hilary Wise Ba (Hons) Apfs Dm work for?

Hilary Wise Ba (Hons) Apfs Dm works for The Family Elephant

What is Hilary Wise Ba (Hons) Apfs Dm's role at the current company?

Hilary Wise Ba (Hons) Apfs Dm's current role is Chartered Financial Planner.

What schools did Hilary Wise Ba (Hons) Apfs Dm attend?

Hilary Wise Ba (Hons) Apfs Dm attended The University Of Sheffield, Sir Thomas Rich's School.

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