Yvonne Bavin

Yvonne Bavin Email and Phone Number

Director at HJP Chartered Financial Planners, Partner Practice of St. James’s Place Wealth Management @ HJP Chartered Financial Planners, Partner Practice of St. James’s Place Wealth Management
dorking, surrey, united kingdom
Yvonne Bavin's Location
Redhill, England, United Kingdom, United Kingdom
Yvonne Bavin's Contact Details

Yvonne Bavin work email

Yvonne Bavin personal email

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About Yvonne Bavin

I began my career in a brokerage in London in the 1980s and have seen many changes in the financial services industry. I joined HJP in 2008 where I provide advice to private individuals and business owners. I believe it is important to look at the complete picture when looking at finances and am great advocate of lifestyle financial planning (also known as Cash flow modelling) This entails looking at an individual's income & outgoings & taking into account their future plans & goals. I am a member of PFS & CII and have achieved DipPFS, working towards individual Chartered status. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.HJP Chartered Financial Planners is a Partner Practice of St. James’s Place Wealth Management based in Surrey. More details are available on our website at www.hjpcfp.comHJP Chartered Financial Planners is a trading name of HJP Wealth Management Limited. SJP approved 26/07/2022

Yvonne Bavin's Current Company Details
HJP Chartered Financial Planners, Partner Practice of St. James’s Place Wealth Management

Hjp Chartered Financial Planners, Partner Practice Of St. James’S Place Wealth Management

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Director at HJP Chartered Financial Planners, Partner Practice of St. James’s Place Wealth Management
dorking, surrey, united kingdom
Website:
hjpcfp.com
Employees:
18
Yvonne Bavin Work Experience Details
  • Hjp Chartered Financial Planners, Partner Practice Of St. James’S Place Wealth Management
    Director
    Hjp Chartered Financial Planners, Partner Practice Of St. James’S Place Wealth Management Feb 2017 - Present
    Dorking, Surrey Rh4 2Es
    HJP Chartered Financial Planners is a Partner Practice of St. James’s Place Wealth Management.St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.The Partner/Partner… Show more HJP Chartered Financial Planners is a Partner Practice of St. James’s Place Wealth Management.St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representative Show less
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  • Hjp Independent Financial Advisers Ltd
    Independent Financial Adviser
    Hjp Independent Financial Advisers Ltd Jan 2008 - Feb 2017
  • Portman Building Society
    Financial Planning Manager
    Portman Building Society Jun 2006 - Jan 2008

Yvonne Bavin Skills

Investments Inheritance Tax Planning Holistic Financial Planning Strategic Financial Planning Pensions Wealth Management Retirement Planning Financial Planning Income Protection Wealth High Net Worth Individuals Investment Advisory Retirement Wealth Accumulation Investment Strategies Financial Advisory

Frequently Asked Questions about Yvonne Bavin

What company does Yvonne Bavin work for?

Yvonne Bavin works for Hjp Chartered Financial Planners, Partner Practice Of St. James’s Place Wealth Management

What is Yvonne Bavin's role at the current company?

Yvonne Bavin's current role is Director at HJP Chartered Financial Planners, Partner Practice of St. James’s Place Wealth Management.

What is Yvonne Bavin's email address?

Yvonne Bavin's email address is yv****@****ifa.com

What skills is Yvonne Bavin known for?

Yvonne Bavin has skills like Investments, Inheritance Tax Planning, Holistic Financial Planning, Strategic Financial Planning, Pensions, Wealth Management, Retirement Planning, Financial Planning, Income Protection, Wealth, High Net Worth Individuals, Investment Advisory.

Who are Yvonne Bavin's colleagues?

Yvonne Bavin's colleagues are Steven James, Vicky Maher, Max Cook, Melanie Randall, Justin Wilkey, Michael Phillips, Mark Richings Fpfs, Chartered Financial Planner.

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