It all starts with a conversation. I am a holistic financial planner with over 20 years’ experience in financial services. My time in financial services, and my growing experience as an individual, business owner and family man have allowed me to develop a rounded and empathetic approach to working with my clients. I know from experience how hard financial planning can seem – it is my goal to challenge this perception and make financial planning simple.

I have a large amount of experience working in management, business consultancy and financial advice within financial services which has allowed me to develop a strategic and personalised approach when working with my clients.

I have been fortunate enough to develop strong leadership and management skills whilst working with people and companies across a wide range of situations with differing circumstances and demands.

I have always believed in doing the right things by my clients and offering them the best and most personalised service I can – with honesty. This belief has inspired me to start my own business, Hayes Financial Planning, allowing me to work with my clients in the way I feel works best.

I believe in educating my clients and delivering goal based financial planning that is personalised to their needs. Just as important is the need to regularly review financial plans to allow them to adapt to the changing times, client priorities and changes in circumstances.

I enjoy working with all types of clients covering individuals, businesses and trustees helping them with practical solutions to the financial issues that concern them most.

It all starts with a conversation……start yours today.

More details are available on my website at www.hayesfinancialplanning.com or call me directly on 07882442806.

Hayes Financial Planning Ltd 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). For the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products

SJP approved 02/02/2023