01344 778990

admin@fpp-ifa.co.uk

The Team




Andy Hearne FPFS
Chartered Financial Planner

Andy joined Financial Planning Partners in April 2018 following a successful career in Financial Advice.

Andy began working in Financial Services in 2001 and has gained invaluable experience over more than 15 years, becoming a Chartered Financial Planner, a Chartered Wealth Manager and a Fellow of the Personal Finance Society along the way.

He is passionate about providing the highest quality of independent financial advice in plain-English, enabling clients to live life well and helping to ensure that money doesn’t get in the way.

Andy is married and lives with his wife in Chertsey with their 2-year old son. He also loves a physical challenge, having completed the London Marathon, an Olympic-distance Triathlon at Dorney, the 100-mile RideLondon Cycle Event in what can only be described as a Biblical Monsoon, and even an SAS Boot Camp weekend which, to his surprise, he survived.

Qualifications
Chartered Financial Planner
Chartered Wealth Manager
Fellow of the Personal Finance Society (FPFS)

Email: andy@fpp-ifa.co.uk


David Hearne CFP FPFS
Chartered Financial Planner

David joined Financial Planning Partners in April 2021.

He was previously a director of a financial planning firm in London and a commercial financial planning manager for HSBC.

David began working in Financial Services in 1998 and has gained considerable knowledge and experience over more than 20 years, becoming a Chartered and Certified Financial Planner, a Chartered Wealth Manager and a Fellow of both the Personal Finance Society and Chartered Institute of Securities and Investments.

He specialises in retirement planning, helping clients to navigate both the personal and financial challenges of retirement so that they can do so with confidence. He is a regular commentator in the financial press and has presented at events hosted by the Financial Times, CISI and Barrons.

David is married and lives with his wife in Maidenhead with their 10-year-old daughter and 8-year-old son. He is a keen walker and runner and has completed both the London and New York marathons, raising money for a local domestic abuse charity.

Qualifications
Chartered Financial Planner
Chartered Wealth Manager
Certified Financial Planner (CFP)
Fellow of the Personal Finance Society (FPFS)
Fellow of the Chartered Institute of Securities and Investments (FCSI)

Email: david@fpp-ifa.co.uk
Phone: 07775 776706


Alison Brazier FPFS
Senior Paraplanner

Alison joined Financial Planning Partners in June 1998 following a successful career in banking and finance.

Alison has attained the Advanced Diploma in Financial Planning and is also a Chartered Financial Planner and a Fellow of the Personal Finance Society. She takes pride in her technical knowledge, always exceeding the minimum exam-pass requirements and achieving the highest results.

Alison is responsible for carrying out in-depth research and analysis for our clients’ investments and pensions and prepares comprehensive Advice Reports along with any associated paperwork to implement our recommendations. Alison is also able to deal with technical client enquiries.

Qualifications
Advanced Diploma in Financial Planning
Chartered Financial Planner
Fellow of the Personal Finance Society (FPFS)

Email: alison@fpp-ifa.co.uk


Emma Hobson DipPFS
Paraplanner

Emma joined Financial Planning Partners in April 2014.

She has attained a Diploma in Regulated Financial Planning and is now working towards the Advanced Diploma and Chartered Financial Planner status.

Emma is responsible for organising client meetings and preparing comprehensive Planning Reports, which often include Lifetime Cashflow forecasts. She also assists Alison by carrying out research and analysis and preparing less-complex Advice Reports along with any associated paperwork to implement our recommendations. Emma is also able to deal with client enquiries.

Qualifications
Diploma in Regulated Financial Planning (DipPFS)

Email: emma@fpp-ifa.co.uk


Oliver Feltwell
Support Administrator

Oliver joined Financial Planning Partners in March 2019.

He is currently studying towards the Diploma in Regulated Financial Planning.

Oliver is responsible for organising and preparing for client meetings, day-to-day administration and data inputting. He also assists Emma and Alison, so that they can carry out in-depth research and analysis to prepare Advice Reports along with any associated paperwork to implement our recommendations. Oliver is also able to deal with basic client enquiries.

Qualifications
R01 – Financial Services, Regulation & Ethics

Email: oliver@fpp-ifa.co.uk


Patrick Waller
Founder

Patrick founded Financial Planning Partners in 1985.

After 6 years working at Prudential's Home Service Division, he was dissatisfied with the restrictions of a single provider and decided he wanted to offer independent financial advice, so he left Prudential to set up his own firm.

From the outset, Patrick's mission was to deliver the highest quality financial planning advice backed with the best technical knowledge, experience, training and the ability to apply those qualities in order to have a positive impact on the lives of FPP's clients.

Having helped many clients retire and transition out of their own businesses, Patrick planned the same for himself. Patrick has now retired from FPP, but remains close to many clients who have become friends. Since 2020, FPP has been led by Andy and the team, who has continued with that original mission.

Patrick is keen on keeping fit and was the 40th person in the world to have completed the marathon Grand Slam, which involves running a marathon on all 7 continents as well as at the North Pole. He also enjoys cycling, cinema, theatre, cooking, travel, scuba diving, rugby and dancing Argentine Tango.


Contact us


Financial Planning Partners Ltd
Wealth Managers

19 Wellington Business Park
Dukes Ride
Crowthorne
Berkshire
RG45 6LS

Email: admin@fpp-ifa.co.uk
Tel: 01344 778990


FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.


Video

Email

Contact

Testimonials

Book



Privacy Policy   |   Cookie Policy   |   Website Disclaimer   |   Contact Us

Financial Planning Partners Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 301132 https://www.fca.org.uk/register.

Financial Planning Partners Ltd Registered Address: 19 Wellington Business Park Dukes Ride Crowthorne Berkshire RG45 6LS. Registered in England & Wales, No. 04555216. Neither Financial Planning Partners Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.