I began working in financial services in 2008 and hold over 10 years’ experience in the industry. This has given me invaluable knowledge in all the differing aspects of designing, building and delivering tailored financial solutions for clients.
I joined TPC Wealth in 2015 and successfully graduated through the intensive St. James’s Place Next Generation Academy Programme to become a fully qualified Financial Adviser within the practice. I hold the Level 4 Diploma in Financial Planning and plan to further my study to become a Chartered Financial Planner in the near future.
I offer a relaxed approach to financial planning and enjoy helping clients simplify some of the complex financial decisions they are faced with at the various stages in their lives. I specialise in Holistic Financial Planning for individuals or business owners which includes; Investment, Retirement and Protection Planning. I am dedicated in helping clients every step of the way, looking at protecting what they have, building their wealth to fulfil their desired lifestyle, whilst helping preserve their wealth for future generations.
I have certainly benefitted from Paul’s mentoring and approach over the years, learning that being yourself and building trust with clients is paramount to delivering a good service. I have already made strong relationships with long standing clients of the Practice and I am looking forward to strengthening these further whilst offering the opportunity to work with the next generation and their families.
I live in Oxfordshire with my wife, Phi. I am a keen sportsman, playing and watching football when I can whilst playing cricket in the summer months. I enjoy golf but I spend the majority of the time looking for my ball!
Hannah’s primary role as PA is to organise Paul’s diary, prepare him for all his meetings and process corresponding documentation that arrives back in the office. She is highly organised and very approachable. Hannah is usually first port of call when it comes to answering the phone, so is a key point of contact for our clients and is happy to chat to them at any time. Her priority will be to always ensure the very best levels of service, while maintaining the highest standards in compliance and due diligence.
Hannah joined TPC Wealth in May 2016 following a career in Resourcing, Marketing and Office Management. She is now continually developing her knowledge and skills within the financial industry and utilising the extensive training on offer at St. James’s Place to progress on to a Practice Manager Role.
Hannah is married to Russell, an Aviation Inspector, and is a mum to two lively boys – Freddie and Rory. Her current position allows her to balance working life around her children and their school hours. In her spare time, she can often be found cooking for family and friends, or running and keeping fit. She loves to travel and discover new places.
Emma joined the TPC Wealth team in February 2018. She previously worked for a recruitment company where she gained a wealth of experience in a fast-paced client facing role, managing expectations and problem solving daily. She enjoys speaking to our diverse client base and ensuring their needs are met in a time efficient and friendly manner.
Like Hannah, Emma is benefitting from the wide range of training on offer as part of St. James’s Place and increasing her knowledge in the Financial Industry as part of her career development.
Emma’s role at TPC Wealth involves overseeing Michael’s diary and undertaking office administration. She plays a vital part in chasing up information on behalf of our clients and keeping track of processing times. She currently works with us on 3 days during the week and is an essential support to Hannah and the Financial Advisers, Paul and Michael.
Emma is sister-in-law to both Michael and Hannah at TPC Wealth. She is married to Michael’s twin brother, Paul, and they welcomed their son Harry in 2017. She enjoys swimming and spending her spare time with family and friends.