Hannah Turley APFS
Chartered Client Manager
Hannah joined Essential Wealth Management in 2011 and has progressed within the company. As a Chartered Client Manager, Hannah works closely with Sonia, preparing financial reports, liaising with clients and managing their financial 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 CII members to achieve Chartered Status.
Hannah was recently recognised as one of the leading female paraplanners in the UK, at the Women in Financial Services awards 2019. She was also 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. 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. Hannah recently led the Essential Wealth team through a 20 mile walk for the Bliss charity, where we raised over £5,800.