Hoskin Financial Planning Team

Hoskin Financial Planning Limited has an in-house
team of experts and specialists, please
meet the faces behind the names.

January 2015 Hoskin Team Photo

January 2015 Hoskin Team Photo

Paul Hoskin, Independent Financial Planner,
Director of Hoskin Financial Planning

Paul is a fully qualified Independent Financial Adviser with around 25 years’ experience in the Financial Services Industry at adviser and managerial level;  qualified to a high standard for a number of years holding the Chartered Insurance Institute’s Financial Planning Certificate along with the Institute of Financial Services, Certificate in Mortgage Advice and Practice.

In a continually changing industry Paul has kept his qualifications to a high standard by achieving Diploma Status via the IFS, Diploma for Financial Advisers (DipFA). This qualification means that he has attained the higher qualification required by the Financial Services Authority (FSA) to be able to continue advising clients beyond 2012.

Paul also holds the Chartered Insurance Institute’s Long Term Care Insurance exam allowing him to advise in this rapidly growing area requiring specialist financial advice.

In his spare time Paul enjoys spending time with his wife and children. He also enjoys a round of golf.

Connect with Paul by clicking on any of the following social networking links:

email

 

Debbie Day, Independent Financial Planner

Debbie is a fully qualified Financial Planner with over 24 years of experience in Financial Services.

Debbie has strong working ethics and has the ability to build strong relationships with colleagues and clients. Debbie provides advice on all aspects of Financial Planning including protection, pensions and investments.  Her advice is based on a clients’ individual circumstances and is communicated in an easy to understand manner, avoiding industry ‘jargon’.

Debbie holds the Chartered Insurance Institute Diploma in Financial Planning (DipPFS).  This makes her fully compliant with the new professional advice regulations to be introduced by the Financial Services Authority in January 2013, as part of the Retail Distribution Review (RDR).   She is now working towards chartered status.

Connect with Debbie by clicking on any of the following social networking links:

email

 

Claire BlakeClaire Blake, Independent Financial Planner

My name is Claire Blake I am a fully qualified Financial Planner with over 24 years of experience in Financial Services Industry currently based in Braintree, Essex.

From my office in Braintree, Essex I provide advice to my clients predominantly throughout Essex and Hertfordshire region but also into Cambridgeshire and Suffolk. I provide advice in all aspects of Financial Planning including protection pensions and investments. My advice is bespoke in an easy to understand manner without the industry ‘jargon’.

Being a fully qualified Financial Planner I hold the Chartered Insurance Institute Diploma in Financial Planning (DipPFS). This makes me fully compliant with the new professional advice regulations to be introduced by the FSA in January 2013 as part of the Retail Distribution Review (RDR). I am now working towards chartered status.

Specialities

All areas of Business and Commercial Financial Planning, such as Profit Extraction, Executive and Directors Pensions, Shareholder & Partnership Protection, Auto Enrollment Pension Schemes and Employee benefits.

Connect with Claire by clicking on any of the following social networking links:

email

 

Clare AllenClare Allen, Mortgage Adviser

I have been advising on Mortgages for over 20years, previously for a large UK Bank, an Estate Agents, and for the last 7 years for an Independent Financial Advisers. Living in the local Maldon District I can provide advice on mortgages from the Whole of the Market and the Protection needs associated to the borrowing.

Being a fully qualified Mortgage Adviser and holding both the Financial Planning certificate along with the Certificate in Mortgage Advice and Practice, I am able to assess your needs and deliver the soloutons to your needs with enthusiam along with attention to detail.

Specialities

My Specialities are: First Time Buyers, Buy to Let, and Residential Purchases and Re-mortgages.

Connect with Clare by clicking on any of the following social networking links:

email

 

Doug RichardsonDoug Richardson
Independent Financial Planner

My name is Doug Richardson, I am a fully qualified financial planner with over 18 years of experience within the Financial Services Industry, currently based in Colchester Essex.

From Hoskin’s office in Maldon, Essex I provide advice to my clients, predominantly throughout Essex but also in many other areas, having clients in Norfolk, Suffolk, and London.

I pride myself in being able to give advice in an easy to understand jargon free manner.

Having been qualified to a high standard for a number of years, holding the Chartered Insurance Institutes Financial Planning Certificate, along with the Institute of Financial Services certificate in Mortgage advice and Practice, I have continued to study and have achieved Diploma status via IFS, Diploma for Financial Advisers (DipFA) a higher qualification required by the Financial Services Authority (FSA) to continue providing advice post 2012. I also hold the Equity Release qualification allowing me to advise in this rapidly growing area of Financial Advice.

In my spare time I like to spend time with my family, enjoy an occasional round of golf, and am a keen Motorcyclist.

email

 

Ken BeerKen Beer, Independent Estate Planning Advisor

My name is Ken Beer and I am the proprietor of Legal Service Essex. I am a Professional Estate Planner regulated by The Society of Will Writers.

Ken is dedicated to providing our clients with a personal, friendly and professional service.

He will discuss your special requirements and explain anything that is not clear, before tailoring a will that meets your needs. This could be anything from a simple will to one that can include setting up trusts to protect your family’s assets now and in the future.

Ken is also a Certificate Provider for Lasting Powers of Attorney, both for Property and Financial Affairs and Health and Welfare.

In his leisure time he enjoys visits to musical theatre and spending time with his family especially his grandchildren. He still finds time for badminton and the occasional game of golf.

Connect with Ken by clicking on the following social networking link:

 

Wayne Collier, Business Development Manager

Working for over thirty five years, Wayne has gained a wealth of knowledge and experiences across different industries covering Project Management, Advertising Sales and Marketing, Design, Print and Publishing, the IT and Technology Industry.

Wayne is a hardworking, fun loving, family man with traditional values. He has a very modern out look on life and business. He has used his experiences through business to get a good understanding of both online and offline Advertising, Marketing and Media strategies.

His passion is developing businesses and he has the skills to turn figures into valuable information and marketing into revenue.

Wayne has been married to Jane for twenty five years; he has two grown up children, Chris and Laura. He was born in Maldon, Essex where he has lived for most of his life.

When Wayne is not in front of his laptop computer, he enjoys Golf, Football Coaching, Travel and Social media.

Connect with Wayne by clicking on any of the following social networking links:

email

 

emilyEmily Sharp – Administrator

I have worked for an Independent Financial Advisers as an Administrator for the last 2 and a half years. It was a total career change for me as I was a fully qualified Hairdresser prior to taking this role.

I support all of the Advisers in the practice from scanning and distributing their post to carrying out research, maintaining client records and reconciling the commission statements.

I am the first point of contact when clients and business partners telephone the practice and ensure that each call is dealt with efficiently.

Now the practice has changed ownership I am looking forward to developing the knowledge I have gained over the last 2 years.

 

Contact Us

Join Us

Hoskin Financial Planning

 

 

01621 876030

Mon to Fri - 9am to 5pm

Head Office Hillcrest House 4 Market Hill Maldon, Essex CM9 4PZ

Get In Touch

One of our friendly team will contact you at the earliest opportunity. Usually within 24 hours.

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Copyright © 2012 - 2017 Hoskin Financial Planning – Independent Financial Advisers – Maldon, Essex, England
Hoskin Financial Planning Ltd is registered in England & Wales number 8759448.
Hoskin Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority number 613005.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage.