Chartered Financial Planner
I am a Chartered Financial Planner and Fellow of the Personal Finance Society and have been advising clients since 2011. Passionate about empowering clients through good financial planning, I enjoy working with individuals preparing for or experiencing life transitions, to help them achieve the best outcome from their wealth. These life stages can range from retirement, exiting a business, planning inheritances, and navigating divorce and separation – to name a few.
My extensive qualifications and accreditations, including the Resolution Specialist Accreditation, equip me with the technical skills needed to provide comprehensive financial advice and planning; whilst my personalised approach focuses on making wealth meaningful for my clients and their families.
As an active member of the community, I am committed to using my knowledge and passion to benefit others. My expertise and commitment to exceptional client outcomes, and to the wider profession, has been recognised through three national awards; most recently as a recipient of the Personal Finance Society Chartered Financial Planner of the Year 2022/23.
Location: Norwich
A bit about me:
My interests include music, reading and the outdoors. You will often find me planning my next trip to a festival, camping and relaxing with a book, or hiking in the countryside.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do is my philosophy for life! Finding solutions for clients, taking my knowledge or skills to the next level, and encouraging others to achieve all they Can-do, too.
Contact:
Hazel.Bowen@canaccord.com
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