Bill has worked within the Financial Services industry for over 50 years. The wealth of knowledge and experience he has gained over these years is invaluable to H & D Wealth. Bill believes successful relationships with his clients are paramount in helping his clients achieve their life goals. He works closely with all of the H & D Wealth team and specialises in pensions and retirement planning for both personal and corporate clients. Bill is still a keen footballer; albeit walking football these days and enjoys cheering on his beloved team Brentford FC. He also enjoys lovely days out with his wife and spending quality time with his six grandchildren.
Will followed in his father Bill’s professional footsteps, first entering the Financial Services sector as a Financial Administrator and he quickly progressed to becoming a Paraplanner once he joined H & D Wealth. Whilst undertaking this work, he naturally became more passionate about the industry and in turn, this led him to becoming a fully qualified Financial Advisor. His knowledge and experience of Financial Services enables him to provide the highest quality service and advice for his clients. Will is married to one of our Financial Administrators, Jenna and they share two sons. When he is not helping his clients and enjoying quality time with his family, Will can be found following or playing football.
Claire qualified in 2008 and joined us in June 2021 having spent previous 11 years providing financial advice to medical professionals. Claire specialises predominantly in pension and investment advice including estate planning. Claire prides herself on being personable and providing strategic professional advice by combining expertise with common sense. Claire is quick to adapt to any changes her clients have by reviewing their goals on an ongoing basis.
Outside of work Claire enjoys staying active and exploring the great outdoors with family and friends. She plans to conquer the paddle board one day!
Phil has worked in Financial Services since April 1982. He has a wealth of experience, initially working in home service for Refuge Assurance and then Barclays Bank until becoming an Independent Financial Adviser in 2003. Phil has been a member of the H&D team since 2003. Phil specialises in holistic financial advice covering all aspect of personal finance including Pensions, Investments and IHT planning.
Outside work Phil enjoys all sports including Golf, Cricket and Badminton in addition to holidays, walking and eating out. Phil is married with 3 grown up children and 1 granddaughter who keeps everyone very busy.
Mick Pettitt joined us in August 2016, having previously spent 29 years with NatWest. He qualified as a Financial Adviser in 2001 and went on to work in NatWest’s Private Banking and Independent Financial Services, dealing with High-Net-Worth clients. Mick works in partnership with his clients ensuring that they are always fully informed and happy with the financial planning he arranges for them. His expertise focusing mainly on Investments, Pensions and Inheritance Tax Planning.
Outside of work, Mick enjoys playing football, albeit non-competitively these days. He can often be found supporting Gillingham FC on a Saturday afternoon. He also enjoys playing golf and watching cricket as a supporter of Kent Cricket Club. Mick is married with two teenage children and loves to travel when the opportunity arises.
Every business should be as fortunate as H & D Wealth to be able to employ someone like Carol, our Office Manager who does it all. Carol supports the whole team in their day-to-day operations ensuring the business runs smoothly. She has worked with H & D Wealth for many years now which makes her not only an experienced Office Manager but she also has a wealth of experience within the Financial Services industry. Carol is well-versed in all that we do and allows us to provide a holistic end-to end service for our clients. Outside of work, Carol is loving her new role as a Nanny to her two grandchildren and enjoys going for a delicious afternoon tea.
Sue has worked for H & D Wealth since 2014 but has a long background in the Financial Services sector. Sue is an integral part of our team that we would struggle to be without. Her role includes arranging client reviews and contacting providers while also assisting our Financial Advisors in preparing recommendations and producing suitability reports. Sue makes the most of her free time, in particularly she enjoys being with her two grown up children and loves to dote on her two French bulldogs.
Jenna has recently changed careers from being an experienced secondary school teacher to becoming our newest Financial Administrator. Jenna assists the team on a day-to-day basis through high value administrative tasks such as liaising with clients and providers, preparing and sending out documentation, as well as updating client files. Jenna is married to our Director Will and aside from work, Jenna loves being a mum of her two lovely sons. She enjoys arranging family days out and loves to wind down with a chilled glass of wine.