Naomi Haynes

Naomi Haynes

Naomi Haynes Financial Planning

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Potters-Bar
View location

Top Rated 2025
Verified since: March, 2021

4.9 out of 5

76 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 16 March 2025

    Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Naomi has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 01 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Naomi has not yet added their fees to their profile

  • 9

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Naomi

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Naomi (based on 9 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 16 March 2025

    Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Naomi has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 01 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Naomi has not yet added their fees to their profile

  • 9

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Naomi

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Naomi (based on 9 first impressions)

I am passionate about financially empowering people, working together in an ongoing holistic relationship to help create financial wellbeing and vitality. I have more than 20 years’ experience in financial services, having worked in banking and asset management, before starting my own business advising people on their financial journeys. My advice covers all areas of financial planning, including retirement planning, protection, savings and investment planning, business financial advice, estate and tax planning and mortgages. More details are available on my website at www.naomihaynes.co.uk. As a Partner Practice of St. James’s Place Wealth Management, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. When I’m not looking to change the financial world, I am committed to working on projects to help enhance diversity within our various communities, and enjoy spending time with my husband and three children. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 15/11/2024

£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).

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