Hilary Wise

CHARTERED PARAPLANNER

Hilary joined HDA after he graduated in 2013 and has become well-versed in all the areas of financial planning that HDA offer.

Professional

Having worked with the Senior Pensions Consultant for a number of years, pension planning and legislation has become my area of expertise. I’ve become very familiar with our clients who come from all works of life, from skill-based employees of group pension schemes up to small business owners and high net worth individuals.

Personal

In my spare time, I like driving (mostly fixing in reality) my classic 1275 John Cooper Mini with my daughter, Liberty. I also enjoy sports and regularly play football, badminton and cricket. I was brought up to love skiing and try and get to the Alps at least once a year. My other interests include cooking, culture and the arts/music.

Qualifications

View Hilary's qualifications

Hilary's qualifications

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like personal tax and trust, business financial, pension and investment planning.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

develop an understanding of the financial planning process when giving advice to clients.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

A team of lovely and very approachable people who are very helpful and do what they say they will do.

Nigel Welsby, Stroud

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