Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs Email and Phone Number

Independent Financial Adviser working with clients to help them understand their choices and plan for their future. @ Vizion Wealth LLP - Chartered Independent Financial Planners
milton keynes, milton keynes, united kingdom
Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs's Location
Oundle, England, United Kingdom, United Kingdom
About Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs

I have been advising private clients since 1998. I spent most of my career with Hargreaves Lansdown from 2006 to until February 2021 when I took a step up into a Head of Office role with Punter Southall Aspire running their Bedford office. From there I took the opportunity to step up again into a regional role with The Fairstone Group in October 2021 until July 2023 when I decided to go back to what I love about this industry; working with clients.

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs's Current Company Details
Vizion Wealth LLP - Chartered Independent Financial Planners

Vizion Wealth Llp - Chartered Independent Financial Planners

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Independent Financial Adviser working with clients to help them understand their choices and plan for their future.
milton keynes, milton keynes, united kingdom
Website:
vizionwealth.co.uk
Employees:
7
Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs Work Experience Details
  • Vizion Wealth Llp - Chartered Independent Financial Planners
    Independent Financial Advisor
    Vizion Wealth Llp - Chartered Independent Financial Planners Nov 2023 - Present
    Milton Keynes, England, United Kingdom
    View
  • Fairstone Group Ltd
    Group Divisional Director
    Fairstone Group Ltd Oct 2021 - Jul 2023
    View
  • Punter Southall Aspire
    Principal - Financial Planning
    Punter Southall Aspire Feb 2021 - Aug 2021
    Bedford, England, United Kingdom
    View
  • Hargreaves Lansdown Plc
    Senior Financial Adviser
    Hargreaves Lansdown Plc Apr 2006 - Jan 2021
    Covering The East Midlands & Cambridge Area
    Advising private clients
    View
  • Wesleyan
    Financial Advisor
    Wesleyan Oct 2001 - Mar 2006
    Birmingham, United Kingdom
    advising as an IFA with the Wesleyan link to the Teachers union NASUWT
    View
  • Pearl Assurance Plc
    Area Sales Manager
    Pearl Assurance Plc Apr 1998 - Oct 2001
    Peterborough, United Kingdom
    I started my career in financial services with Pearl Assurance - head office in Peterborough

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs Skills

Investments Portfolio Management Financial Services Retirement Planning Finance Wealth Accumulation Wealth Management Retirement Business Strategy Management Consulting Sales New Business Development Marketing Strategy

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs Education Details

Frequently Asked Questions about Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs

What company does Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs work for?

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs works for Vizion Wealth Llp - Chartered Independent Financial Planners

What is Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs's role at the current company?

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs's current role is Independent Financial Adviser working with clients to help them understand their choices and plan for their future..

What schools did Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs attend?

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs attended Aberdeen Grammar School, Edinburgh Napier University.

What skills is Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs known for?

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs has skills like Investments, Portfolio Management, Financial Services, Retirement Planning, Finance, Wealth Accumulation, Wealth Management, Retirement, Business Strategy, Management Consulting, Sales, New Business Development.

Who are Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs's colleagues?

Tean Hatt Cfp, Cisi Chartered Fellow, Dip Pfs's colleagues are Samantha Garrett.

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