Independent Financial AdvisersThe 'H' Team
The "H"Team is the name we give to our group. We are all intensely proud of our membership of the team. We have been together for over 16 years and have developed a team spirit that is hard to find anywhere else. As well as being work colleagues, supporting each other, we are also very firm friends. Here are the team....scroll down to have a look at them...
Steve Barratt
Email: steve@hannahconsultancy.com
Steve has worked in the Financial Services industry for 20 years. He is registered with the Personal Finance Society and the Chartered Insurance Institute. He is entitled, by examination, to use the designatory letters Cert PFS, Cert PFS(MP). He is also a Fellow of the Institute of Sales and Marketing Management, FInstSMM.
Barry Read
Email: barry@hannahconsultancy.com
Barry has worked in the Financial Services industry for 20 years. He is registered with the Personal Finance Society and the Chartered Insurance Institute. He is entitled, by examination, to use the designatory letters Cert PFS. He is also a Fellow of the Institute of Sales and Marketing Management, FInstSMM.
Barry believes that his age (not to be disclosed!) is a distinct advantage when advising his clients. The experience gained over his many years makes him our “Retro” adviser. Barry’s been there, seen it, got the T-shirt, seen the video and read the book!! His management experience added to his Methuselah like age makes him a very valuable resource indeed for his many retired, self-employed and corporate clients.
Wayne Crothers
Email: wayne@hannahconsultancy.com
Wayne has worked in the Financial Services industry for 20 years. He is registered with the Personal Finance Society and the Chartered Insurance Institute. He is entitled, by examination, to use the designatory lettersCert PFS, Cert PFS(MP). He is also a Fellow of the Institute of Sales and Marketing Management. FInstSMM .
Wayne's clients tell us that they appreciate the care and attention that he gives to their financial affairs. His gentle and humorous manner endears him to all he meets (especially the H Team!)
Helen Smith
Email: helen@hannahconsultancy.com
Helen has worked in the Financial Services industry for over 30 years. She is registered with the Personal Finance Society and the Chartered Insurance Institute. She is entitled, by examination, to use the designatory letters Cert PFS, Cert PFS(MP) . She is also a Fellow of the Institute of Sales and Marketing Management.FInstSMM.
Helen came into Financial Services from Citibank Corporation where she worked as a Mortgage Development Manager. Her banking background gives her considerable expertise in all aspects of financial planning. She is, for her personal and corporate clients, a very valuable adviser indeed.
Olwyn Homer
Email: olwyn@hannahconsultancy.com
Olwyn is, without doubt, the most important person in the Consultancy!! She is the very centre of our administration system. She is in charge of the office and has masterminded the systems and procedures that we have adopted.
She worked initially in a leading Building Society and for the last eighteen years specifically in the insurance and financial side of Financial Services industry. She provides that all important client follow-up and excels in her problem solving abilities. She is a very important member of the team and the whole team is very proud of her.
