Hayley Smith, DipPFS
Specialising in Pensions, Investments and Protection
Hayley Smith joined Ewing Associates in 2013 and over the past 5 years has played a key role not only advising her own clients but also supporting the other Advisers in the Practice with Paraplanning and technical queries.
Hayley started her career in Finance in 2001, and has worked in various roles over the past 17 years including Manager, Mortgage Broker and Financial Planner. This exposure has given Hayley a great insight into the Finance Industry and she uses this experience in her role today.
Hayley as attained a Diploma in Financial Planning and is also CeMap qualified.
As a Financial Planner, Hayley enjoys spending her time finding out clients financial goals, analysing their current financial position and preparing a proposal to illustrate how they can build their portfolio, protect their assets and their beneficiaries, and enjoy what they have. Her ability to help clients understand the complexity of different Financial Planning rules and how the available products can benefit them, has meant her client database has been built on referrals from her existing clients as well as new clients.
Hayley is based at our St Ives Office and is always happy to meet new clients, so please do not hesitate to get in contact with her or pop in to have a chat.
In her spare time Hayley enjoys travelling and seeing different parts of the world. She also enjoys reading.