Hazel has been a financial adviser for over 10 years and specialises in providing advice on pensions and retirement income. Her wide-ranging experience also means that she advises on protection and investments.
Having your finances in order provides great peace of mind and it is important to Hazel to work closely with clients, both individuals and business owners, to help to ensure that their financial planning needs are met and that they understand the products that they have.
Hazel loves spending time with her partner and their two young sons, and tries to keep fit in her spare time so she has enough energy to keep up!
Direct No: 07557 117327
Much of Hazel’s career has been spent advising on pensions and helping clients with their retirement planning. This includes advising on annuities and income drawdown, and on transfer from defined benefit schemes.
Hazel is also experienced at advising on Long Term Care needs.
Long Term Care
Diploma in Financial Planning
Advanced Diploma in Taxation and Trusts
Pension Transfer Specialist
Long Term Care Specialist
South West and Swindon