Meet the team
|Our Financial Planners|
|Jim Aitkenhead BA(Hons)Econ FCII APFS ACSI, Chartered Financial Planner|
Jim has over 30 years’ experience and holds a degree in Economics. As a Chartered Financial Planner, Jim is qualified to the highest standard and can deal with most areas of financial planning including pension transfers.
Jim also specialises in investment management and is an associate of the Chartered Securities Institute. He chairs the Hunter Aitkenhead & Walker Investment Committee, overseeing over £60M of client assets. Jim no longer deals with new enquiries, instead focusing his time exclusively on his existing clients.
|Alasdair Walker APFS CertPFS (DM), Chartered Financial Planner|
Alasdair joined the practice in 2011 and is an award-winning Chartered Financial Planner. He has particular expertise in pension and investment planning, both for private clients and small businesses and is authorised to deal with pension transfers.
Alasdair deals with new enquiries and sits on both the board of directors and the HA&W investment committee as he holds Certificate in Discretionary Investment Management.
You can find Alasdair on Twitter @FinancialWalker
|Rob Handford APFS, Chartered Financial Planner|
Rob is a Chartered Financial Planner with 30 years’ experience, specialising in taxation and pension issues, particularly pension transfers. He has been working as a consultant with HA&W since 2012, advising the business on quality of advice and regulatory compliance. From June 2017, he has joined the business as a Chartered Financial Planner, in order to help meet the growing demand for advice on complex issues.
As well working with HA&W, Rob will continue to act as Subject Matter Expert for wider industry projects.
|Our Admin Team|
|Dawn Haynes FPC, Office Manager|
Dawn has worked for the company for over 15 years and has over 27 years’ experience in the industry. Dawn is qualified to FPC standard and is involved in all aspects of financial planning administration.
|Liz Taylor FPC, Investment Administrator|
Liz has been with us for 8 years and is an experienced investment administrator with former advisory experience. She is qualified to FPC standard and provides the technical information and number-crunching for most client reviews.
|Carol Saunders, Administrator|
Carol has worked for us for 45 years now and provides administrative assistance for our advisers. She deals with personal and corporate customers and has a particular focus on pension schemes, assisting both employers and members, having built up working relationships over the years.
|Louisa Chapman, Administrator|
Louisa has worked with us for over 3 years and provides administrative support for Jim and Alasdair, organising all client reviews and dealing with client accounts.