Bill is Managing Director of H&D and one of our Financial Planners, working carefully with clients to help them to meet their life goals in their desired timescales. He works closely with the other members of the team here, specialising in pensions and retirement planning for both personal and corporate clients. Bill used to aspire to be a professional football coach, still counting an interest in Manchester United and Brentford amongst his hobbies, with Bobby Charlton one of his all-time heroes.
Will joined H&D in 2010, originally as a paraplanner but has progressed to become a fully diploma qualified financial adviser. When he is not helping clients, he can be found following or playing football or watching a good film.
Will is married with two young children.
Another of our Financial Planners, Phil works face-to-face with our clients, getting them prepared for the lifestyles they aspire to live. Phil has worked within the industry since 1982 and brings to his role a wealth of experience gained working with clients during this time. He specialises in protection and pensions & investments for both personal and business clients. Away from work, Phil has three grown-up children and counts his wife as his hero, for putting up with all four of them!
Roger was actually a teacher for 15 years as well as a football coach before deciding that Financial Planning was his actual calling and entering in to financial services. Away from work, Roger pursues two near-impossible pursuits: watching Barnsley win and scoring lower than his golf handicap.
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 coaches youth football and is a season ticket holder at Gillingham. He also enjoys playing golf and cricket. Mick is married with two teenage children and loves to travel when the opportunity arises.
Kev joined H&D in 2016 and has progressed to become a fully diploma qualified financial adviser.
I'm sure some of you know him already!
Carol works hard to keep us all connected and communicating, not just with our clients, but with each other internally, creating an extremely productive environment that helps us to keep working as smartly as possible. Having worked at the firm for several years now, Carol is well-versed in all that we do and allows us to provide a holistic end-to-end service for our clients.
Sue has been with us since 2014. She is always open to learning new things and goes the extra mile to help everyone.
When not at work Sue loves shopping!
Antonio is relatively new to us, but I'm sure some of you have spoken to him on the phone already.
He is learning quickly and has become one of the team!