Describe your business services?
As a Financial Planner my advice covers all areas of financial planning including:
> Savings and Investment Planning
> Inheritance Tax Planning
> Retirement Planning
> Personal and Business Protection such as Life Insurance, Critical Illness and Income Protection
> Later Life Planning
Who is your target client?
I am always keen to develop further relationships with:
- Families with children
- New or Expecting Parents
- Widowed Women
- Divorced Women
- Single Professional Women
- Business Owners
What is the benefit of using your business?
Building long term client relationships, earning the right to become their trusted Adviser whilst helping reach their financial goals through different stages of their lives.
Why did you choose this business?
Prior to starting up my own business as Hayley Steeles Financial Planning, I worked as a Financial Adviser at Chalk Farm Financial Planning Ltd from 2018 where I started by completing the Next Generation Academy, a rigorous and extensive 12 month training programme at St. James’s Place Wealth Management, to achieve a full diploma qualification in financial planning.
Before joining St James’s Place I spent 14 years as a Retail Bank Manager.
With my financial background and the desire to want to help others this became the perfect business for me.
What 3 words best describe you?
- • Approachable
- • Professional
- • Trustworthy
What is your favourite sweet treat?
Victoria Sponge
If you could offer 1 bit of advice to start-up businesses what would it be?
Network to build a good support group of likeminded people that will help you celebrate your successes and offer a listening ear and advice when times are tough.
How do we get hold of you?
Address: Chalk Farm, Narborough, Kings Lynn, PE32 1HY
Tel: 01760 708683
Mob: 07825338535
Email: hayley.steeles@sjpp.co.uk
www.hayleysteelesfinancial.co.uk