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.
Martin is a director of H&D Wealth, and provides the firm with its overall strategic direction. He considers both himself and the firm incredibly fortunate to have built up such a great team and is honoured to hear from clients who feel H&D have made a real difference to their lives. Martin's remaining ambition is to build H&D Wealth up even further as a business, playing on the extensive experience and skill of our team and our amazing clients. Away from work, Martin would one day like to travel extensively with his wife, taking in some fine wine and creative healthy food.
Alan works with our clients as a financial planner, using his experience to help our clients work towards their life goals. His particular areas of focus for H&D clients include pension and retirement planning and personal and corporate life assurance arrangements. Alan holds customer care as the most important element to his work and when asked to name a hero, nominated fellow H&D team member Bill Green!
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.
Will is one of our talented Paraplanners, using his expertise with a particular focus on pension servicing and some of the in-depth administration work required by H&D Wealth. Will enjoys hearing stories of how our work positively affects out clients and sets out to help us make a difference to them every day. When he's not helping clients, Will can be found following the football or catching up on a good film, counting Jaws amongst his favourites.
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 now worked at the firm for 6 years, Carol is an expert in all that we do and allows us to provide a holistic end-to-end service for our clients. When not helping us with client communication, Carol is a Mother of two and therefore counts her favourite works of literature as being We're Going On A Bear Hunt and Winnie The Pooh!
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.