0330 038 8941
Based in Ashby-de-la-Zouch
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2016
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Hannah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Hannah's status
Last checked: 19 March 2025
Hannah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Hannah's status
19
Recent Client Reviews
Hannah has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Hannah has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Hannah has not yet added their qualifications to their profile
Qualifications not yet added
Hannah has not yet added their qualifications to their profile
Transparent Fees
Hannah has not yet added their fees to their profile
Fees not yet added
Hannah has not yet added their fees to their profile
32
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Hannah (based on 32 first impressions)
97% of users who are not yet clients had a positive first experience with Hannah
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Hannah (based on 32 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Hannah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Hannah's status
Last checked: 19 March 2025
Hannah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Hannah's status
19
Recent Client Reviews
Hannah has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Hannah has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Hannah has not yet added their qualifications to their profile
Qualifications not yet added
Hannah has not yet added their qualifications to their profile
Transparent Fees
Hannah has not yet added their fees to their profile
Fees not yet added
Hannah has not yet added their fees to their profile
32
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Hannah (based on 32 first impressions)
97% of users who are not yet clients had a positive first experience with Hannah
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Hannah (based on 32 first impressions)
I have 36 years of experience of working in the financial services sector, initially for Alliance and Leicester, which then became Santander. I was based within various local branches covering Swadlincote, Ashby de la Zouch, Loughborough, Coalville and Derby - to name just a few. Whilst I was with the bank, I was trained to a high standard and gained the Level 4 CII Diploma as well as other industry qualifications, including the Certificate for Financial Advisers (CeFA) and the Certificate in Mortgage Advice and Practice (CeMAP). I am also a member of the Personal Finance Society. Please call me to arrange our first no obligation meeting, which is at our cost, when I trust you will find that I am approachable, honest and trustworthy. I look forward to hearing from you. Get help with setting up auto enrolment as an employer or get a better understanding of an auto enrolment scheme you are signed up to as an employee. Get help with understanding your options for releasing equity from your home. Understand the main options, the costs associated and the long term implications of each option. Equity release will reduce the value of your estate and could affect eligibility to means tested benefits. Your adviser should be able to assess and explain this to you. Warning: A Lifetime Mortgage is not suitable for everyone, and it is important to seek financial advice before taking any action. All other options available should be explored before choosing equity release.Interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home potentially to nothing. Please discuss with your family and beneficiaries. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Offers available through VouchedFor
Contact Hannah through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Hannah's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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