Senior Wealth Planner
I have a passion for promoting good, independent, financial advice whilst raising awareness of what financial planners offer. My favourite part of the job is meeting with clients, listening to their requirements and establishing their financial needs and goals. As a Chartered Financial Planner, I look at the financial plan as a whole and consider all aspects the advice process will affect. This can evoke areas of discussion clients may not have considered previously. I frequently advise clients on matters of financial protection, retirement planning & cash flow modelling.
Location: Worcester
A bit about me:
I have a keen interest in travelling and visiting far-flung countries as well as maintaining a healthy lifestyle via the gym, hiking and exploring new places.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
To discuss, identify, understand and then resolve issues and to bring clients closer to their desired financial goals.
Contact:
Jonathan.Hayton@canaccord.com
01905 953623
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