BSc (hons), FPFS
Chartered Independent Financial Adviser
Nailsea
I am an Independent Financial Adviser with 25 years’ experience, specialising in helping clients make confident decisions about pensions, investments and estate planning. I work with professionals such as barristers and dentists to maximise pension opportunities, guide clients approaching retirement in designing robust income strategies, and support those who have sold a business or built significant wealth with tailored investment and tax-efficient structures. Estate planning, including inheritance tax and trusts, is a key part of my work, often alongside wider financial strategies.
My background as a pension transfer specialist means I’m used to handling complex situations, but I believe advice should always be straightforward. I enjoy taking the jargon out of financial planning and giving clients peace of mind that their money is working as hard as it should.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Contact Hannah Mainstone, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.