Louise is a CERTIFIED FINANCIAL PLANNERCM professional and Director of HC Wealth Management. She looks after a number of clients with a particular focus on Lifetime Cashflow Planning and Investment Management. In her role as Director, Louise is also responsible for the day to day running of the business and overseeing the support team.
Louise started her career in financial services in January 2001, having attained an LLB Hons Law degree at the Nottingham Trent University. After graduation Louise joined Ian Shipway as a Paraplanner in the company he owned at that time. In this role Louise worked closely with Ian to provide clients with strategic financial planning and management of assets within the context of the financial plan, and has gained many years’ experience in this area.
During her time with Thinc, which later became Bluefin, Louise’s remit expanded considerably, culminating in her role Head of Professional Services at Bluefin Wealth Management, where she had responsibility for an award winning team of around thirty Paraplanners based in eight offices in England and Wales. Within this role she had ultimate responsibility for the line management and training of all staff and worked with many other departments in Bluefin to introduce standard processes, documentation and procedures across the business and develop the Financial Planning and Investment Propositions.
Louise left Bluefin in August 2010 to join HC Wealth Management and concentrate again on a more client focused role, but also have a more hands on approach in running the business. Over the last year Louise has helped bring together the team of Planners and Support Staff and ensure that everyone within the business delivers high quality client service, with a core set of principles underpinning this, which offers Lifetime Cashflow Modelling, Financial Planning and Investment Advice within the context of a Financial Plan.
Although now a Financial Planner, in May 2011 Louise received the designation of Accredited Paraplanner from the Institute of Financial Planning in recognition of the work she has done and support she has given to the Paraplanning Profession.
Outside work, Louise enjoys spending time with her young family and taking part in all the activities that this involves.
HC Wealth Management Limited is authorised and regulated by the Financial Conduct Authority
Registered Office: Suite 1, 3rd Floor, 11-12 St. James’s Square, London SW1Y 4LB. Registered in England No: 07082590
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