Experience

Craven Street Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chartered Financial Planner & Senior Manager

  • Sep 2022 - Present



Kreston Reeves

• United Kingdom
• Accounting
• 300 - 400 Employee

• Chartered Financial Planner

  • Feb 2001 - Present

  Chartered Financial Planner with Chartered Financial Planning company Kreston Reeves Financial Planning Limited which is itself part of an award winning national accountancy firm, Kreston Reeves LLP. Chartered Financial Planner with over 17 years as an Independent Financial Adviser and over 30 years in financial services, providing advice to a wide range of personal and corporate clients including high net worth individuals. Primary areas for advice are:- - pensions and retirement planning including auto-enrolment - investments encompassing tax planning i.e. income tax, capital gains tax and inheritance tax - protection including life cover, serious illness cover, income protection, private medical cover, both on a private client basis and group basis for companies - shareholder/partnership protection and key person cover for businesses and their employees. - long term care for those wishing to plan for this or in need of immediate assistance Contributor to numerous articles published by Kreston Reeves on various financial services topics. Member of the Chartered Insurance Institute and Associate of the Personal Finance Society. Contact: +44 (0)20 7382 1820 Email: lee.hayward@krestonreeves.com Show less



KRESTON REEVES FINANCIAL PLANNING LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• • Feb 2001 - Present

• • Feb 2001 - Present



NatWest Mortgage Services

• • Aug 1998 - Dec 2000

  Sales manager for a team of between 5-10 Personal Mortgage Advisers located across Kent. Involved with recruitment and management of team providing mortgage advice and associated products including pensions, ISAs, endowments, life cover, serious illness cover, buildings and contents insurance and mortgage repayment protection.

• • Aug 1994 - Aug 1998

  Mortgage advice including associated products including pensions, ISAs, endowments, life cover, serious illness cover, buildings and contents insurance and mortgage repayment protection.Achieved recognition as a top adviser within NatWest Mortgage Services both at regional and national levels.