About Hazel
I am a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS) and have been advising clients since 2011.
I am passionate about empowering clients through good financial planning. I enjoy working with clients through life transitions and helping them to achieve their desired lifestyle and wider goals with their wealth.
In addition to my CII qualifications I hold the CFA Certificate in ESG Investing and the Resolution Specialist IFA Accreditation for Separation and Divorce.
Until recently I was a PFS regional committee member holding various roles, including regional Chair, before stepping down from the committee in December 2023 after eight years. I joined the PFS national Power Practitioner Panel in May 2023 and am committed to the development of the profession.
I have been recognised with three Personal Finance Awards: Mortgage and Protection Advice Specialist of the Year 2016/17, Education Champion of the Year 2021/22 and most recently Chartered Financial Planner of the Year 2022/23.