Meet the team

“Jane has proven to be insightful, professional, and highly effective – a trusted advisor who clearly has our best interests in mind. She's also a delight to work with!”

Jane Slater

Managing Director and Chartered Financial Planner

Credentials: APFS – QCF level 6

The day job: I really enjoy spending time with clients, getting to know them, finding the right solutions for them, and ultimately seeing them enjoying the lifestyle and goals that were often just dreamed of at the start of the process.

Best thing about it: Helping clients find the best path for them, and then being part of their journey over what can be many years brings an enormous sense of satisfaction and purpose.

Favourite pastime: Being outdoors, active, and preferably by the sea. My happy place is in the far west of Cornwall walking along the coastal paths or in the surf.

Fun fact: The most stupid thing I’ve done is to stand on top of a bi-plane – whilst it was flying!

“We’ve worked with Stuart for years and we completely trust his judgement and advice.”

Stuart Ferris

Associate Director and Chartered Financial Planner

Credentials: BSc APFS

The day job: I help clients plan their future financially by reviewing and arranging their finances more efficiently. Once a plan of action is reached, I then help with implementing and monitoring policies to achieve these goals. I’m also part of Headley’s management team.

Best thing about it: It’s really enjoyable to see the light “switch on” on clients’ faces, when I’ve demonstrated they can afford to retire early or help their children buy a home.

Favourite pastime: I love spending time with my family, along with playing sport and (trying) to keep fit. During the lockdown, I finally improved my DIY and vegetable growing skills.

Fun fact: I’ve jumped out of a perfectly good, working aeroplane at 15,000 feet and can eat three cream crackers in a minute without water (not as easy as it sounds – try it).

Amy Trent

Practice Manager

The day job: Encouraging high standards of customer service and the smooth and efficient running of the business.

Best thing about it: People. We have lovely clients and a talented and friendly team.

Favourite pastime: Anything with my family… grandchildren and children, travelling, cooking, baking, jam making and preserving, gardening, yoga, walking. Inspiration: in total awe of glass artwork by Dale Chihuly.

Fun fact: Clint Eastwood and I ran into each other with our shopping trolleys!

“Phil only remained a stranger for the shortest of times and he is now the first person I pick up the phone to when I have any questions or worries.”

Phil Hasell

Director and Chartered Financial Planner

Credentials: Chartered, Industry Fellow, BA (Hons – First Class), Society of Trust and Estate Planners Certificate in Financial Planning (Distinction).

The day job: Challenging individuals and families to really think about what they want from life and helping them use their financial resources in the most efficient way to achieve those goals. The technical specialisms I have developed in investment, retirement, long term care and inheritance planning give me the tools to develop these plans and progress them as circumstances and objectives evolve.

Best thing about it: The privilege of having colleagues and clients who I enjoy working alongside.

Favourite pastime: Cycling.

Fun fact: Since holding a tarantula when I was 8, I have been allergic to cats!

Jonathan Woods

Mortgage and Protection Specialist

Credentials: Certificate in Advanced Mortgage Advice, Certificate in Equity Release, Diploma in Financial Planning.

The day job: Initially joined 20 years ago as an IFA, however I quickly found that my interest was in mortgages. I enjoy the close working relationship that forms between the advisor and client when arranging mortgages and planning house purchases. The area is complex and so to give good advice I found that I had to specialise and have never looked back since. Protection is an area that feeds well into mortgages because the loss of a loved one can have disastrous financial consequences and it is vital to make sure that families are protected.

Best thing about it: My clients. I have always loved getting involved in their lives and helping them make key decisions.

Favourite pastime: Love running, hiking and table tennis.

Fun fact: I have built an igloo and eaten a worm.

Rob Barnes

Chartered Financial Planner

Credentials: BA Honours, APFS, Chartered Financial Planner

The day job: I support clients in creating a financial plan for their future, guiding them on their journey of achieving their goals. This includes spending time with clients to get to know them and understand their objectives, building a picture of their potential financial future and creating technical reports to present their financial plan in a simple and digestible manner.

Best thing about it: The company has a drive to deliver the best advice for the clients and I get to make great excel spreadsheets!

Favourite pastime: I love sports, especially football and golf

Fun fact: I have played football at the old Boleyn Ground

James Bryan

Client support

Credentials: CII Level 3 Certificate in Financial Services (CF1 and LP2) & RO1

The day job: I work within Stuart’s team assisting him by writing the advice letters following client reviews and implementing the trades following client acceptance along with other administrational duties.

Best thing about it: Being part of a tight knit team and being given the opportunities to progress my career and earn more qualifications.

Favourite pastime: I enjoy keeping active and play Hockey for Winchester Hockey Club Men’s 3s and go out for runs a couple of times a week.

Fun fact: When I was younger we used to keep five golden guernsey goats, chickens and ducks as pets on our allotment!

Donna Anderson

Senior Client Support

The day job: Client and adviser support.

Best thing about it: I enjoy the customer experience and helping wherever possible to make their experience a positive one.

Favourite pastime: Swimming and being by the sea.

Fun fact: I have been known to be quiet for 4 minutes whilst face down in the water – I used to freedive. Not sure what’s more impressive, holding my breath for 4 minutes or being quiet for 4 minutes!

Janet Wood

Client Support

Credentials: BA Hons in Business Studies and Accounting.

The day job: I work as Jonny’s Personal Administrator for Mortgages and Protection as well as general client support. I also oversee client mailings and our website.

Best thing about it: The best thing about my work is being able to help people get on or move up the property ladder.

Favourite pastime: My hobbies are gardening (when the weather is nice), patchwork quilting (when the weather is not nice) and reading (whatever the weather).

Rebecca Barnes

Client Support

The day job: I support Jane and her clients in all aspects of administration. I have worked in financial services for over 20 years, for both advisers and providers.

Best thing about it: The people. The clients I work with are lovely and make the job really interesting. The team are good fun and are always there to support when needed.

Favourite pastime: Bounce – that’s basically aerobic exercise on a trampoline in a disco!

Chris Hinchcliffe

Paraplanner

Credentials: Level 4 Financial Planning Diploma, BA Finance and Economics

The day job: I assist the advisers in report writing and technical research, in addition to providing support to our clients. I have a particular interest in investments and pensions and anything involving numbers.

Best thing about it: Seeing a financial plan come to life and being implemented, which has then helped our client achieve their goals and objectives. I also enjoy working with such a close-knit team.

Favourite pastime: Playing popular, well known sports such as Pickleball, Padel Tennis and Racquetball at the local Bourne Club. I’m also a keen chess player having played the game competitively since I was 5 years old.

Fun fact: I sang in a choir for 3 years…. many years ago.

Angie Evans

Office Services Manager and Client Support

The day job: Housekeeping, Accounts, producing client Annual Reviews as well as general admin support.

Best thing about it: The people

Favourite pastime: Live music concerts, fast cars, motorsport and travelling, especially to India.

Fun fact: I’ve ridden the ‘Formula Rossa’, fastest roller coaster in the world – Ferrari World Abu Dhabi