Hannah Turley DipPFS
Chartered Client Manager
Hannah joined in 2011 and as a Chartered Client Manager. She works closely with Sonia, preparing financial reports, liaising with clients and managing their administration. Within the Financial Services industry, Hannah’s role is known as a ‘Paraplanner’.
Hannah has taken the Chartered Insurance Institute (CII) qualifications throughout her career and in 2017 attained the Advanced Diploma in Financial Planning, being one of the youngest members to achieve Chartered Status.
Hannah was one of just three finalists in the 2018 ‘Paraplanner of the Year’ Personal Finance Society awards. Hannah was shortlisted based on her work with clients and her professional achievements and reached the final stages after completing an in depth financial planning case study. Hannah was also one of eight finalists to reach the final stages of the Professional Adviser ‘Paraplanner of the Year awards’, in 2017.
Attention to detail is one of Hannah’s main strengths and she is dedicated to providing unrivalled service. Hannah enjoys building relationships with the clients she manages.
Hannah is a keen swimmer and runner and has completed a variety of running events for charity