Succession: Your guide to passing on your wealth
How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.
Divisional Director - Wealth Planning
17 Jun 2024
|How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.
Hayley Hamer, Financial Planner, tells us what to consider when planning to pass on our wealth.
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Hayley Hamer
Divisional Director - Wealth Planning
Hayley Hamer is a Divisional Director in Wealth Planning at Canaccord Wealth, specialising in financial planning across investments, pensions, estate planning and financial protection. With over 25 years of experience in financial services, she advises individuals and families on making informed financial decisions and achieving their long-term financial goals. Hayley is a Diploma-qualified financial planner and a Certified Financial Planner™, with additional certifications in long-term care planning and equity release. She is also recognised for her work supporting vulnerable clients as one of Canaccord Wealth's Vulnerability Champions.
Areas of expertise:
- Financial planning and wealth strategy
- Pensions, investments and estate planning
- Financial protection and vulnerable client support.
