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Hayley was recruited by the Mortgage Shop’s financial planning arm, Henley Financial, in September 2013 to assist in achieving its aspirations. Hayley’s appointment represents a drive by the operation to spearhead new initiatives in the local and international markets. As well as managing a portfolio of existing pension and investment clients, Hayley helps to grow the client base, adhering at all times to the professional standards by which the firm has always been renowned.
Born in Jersey, Hayley started her career in financial services in 1999 with the Jersey arm of Marsh McLennan. Initially working as a client support officer, she quickly progressed to Office Manager, and soon gained her qualifications to be a Financial Adviser.
By 2001 Hayley had gained her Financial Planning Certificate, as well as the Certificate in Mortgage Advice and Practice. When Marsh withdrew from the Channel Islands, the local office and staff were acquired by Alexander Forbes. Hayley continued under Alexander Forbes as a Financial Consultant until 2007, when she was recruited by Rossborough Financial to be their Senior Financial Consultant. Hayley operated in this role until choosing to join Henley Financial.
With over 12 years’ experience of offering full financial review services, Hayley has gone on to gain her Diploma in Financial Planning, including specialist qualifications in Pension Funding and Retirement Options, Investments and Protection Arrangements.
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