I have been advising clients on their financial needs since 1994, founding Hackett Wealth Management in the Cotswolds in 2001. I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients.
I am committed to building long-term, high trust relationships and my client’s feel that the advice I give is of the highest standard. With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so that they can achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Read more about what my clients have to say.
I understand that each of our clients is unique and requires a distinct, tailored plan. That is why we work closely with our clients to gain a complete understanding of their existing financial situation helping them to achieve their financial objectives, making the difference between a prosperous future and the disappointment of unrealised potential. Putting our clients firmly at the centre of everything we do is core to our culture, and enables us to deliver a genuinely client-focused service.