Zoe McKay
Chartered Financial Planner
Professional
Zoe has worked in Financial Services since 2013 and has achieved Chartered Financial Planner status.
Personal
Zoe enjoys relaxing with friends and family, holidays in the sun, & spa days.
Qualifications
Fellow of the PFS (FPFS)
Advanced Diploma in Regulated Financial Planning (APFS) Diploma in Regulated Financial Planning (DipPFS) Degree in Business Management (BSc)
ISO222 Certified
David Hill
Chartered Financial Planner
Professional
David has worked in Financial Services for over 20 years and in that time has become one of the highest qualified advisers in the country.
Personal
David is married with two children and when not working can usually be found catching fish somewhere near Rathlin Island.
Qualifications
Certified Financial Planner | Trust & Estate Practitioner | BSc(accnt) | CEMAP | FPFS | AFPC | ISO222 Certified
Chris Todd
Chartered Financial Planner
Professional
Chris has worked in Financial Services since 2014 and has achieved Chartered Financial Planner status.
Personal
Chris enjoys spending his time playing golf and sea angling. He is also a petrol head who loves watching rugby.
Qualifications
Advanced Diploma in Financial Planning (APFS). | Diploma in Regulated Financial Planning (DipPFS) | Degree in Business Economics (BSc) | ISO222 Certified
Helen Tweed
Chartered Financial Planner
Professional
Helen has worked in Financial Services since 2015 and has achieved Chartered Financial Planner status.
Personal
In her spare time, Helen loves spending time with her family and friends, walking her dog and travelling the world
Qualifications
Advanced Diploma in Financial Planning (APFS). | Diploma in Regulated Financial Planning (DipPFS) | Degree in Business Management (BSc) | ISO222 Certified
Emma McCahon
Practice Manager
Professional
Emma has been working in Financial Services since 2010 and has completed her Diploma in Regulated Financial Services. Emma has also achieved Chartered Manager Status.
Personal
Emma enjoys spending her time riding her horse Oscar or competing in Dressage.
Qualifications
CII Certificate in Life & Pensions | Diploma in Business Administration | Diploma in Regulated Financial Planning (DipPFS) | CMI Level 5 Diploma in Leadership and Management
Anna Hill
Admin and Marketing Manager
Professional
Anna has worked with Hills Financial Planning since the business was opened.
Personal
Anna is married to David, with two children and has a passion for music and drama.
Qualifications
Certificate in Financial Planning
Hollye Hamilton
Technical Administrator
Professional
Hollye joined the team in 2017 and is working towards her Diploma in Regulated Financial Planning.
Personal
Hollye enjoys travelling, spending time with family and friends and her two pugs.
Qualifications
Degree in Law from Queens university(LLB)
Adam Kennedy
Head of Paraplanning
Professional
Adam joined the team in 2017 and has completed his Diploma in Regulated Financial Planning & the Advanced Diploma in Financial Planning and has achieved Chartered status.
Personal
Adam enjoys watersports such as surfing and scuba diving in his spare time. He also enjoys travelling with friends.
Qualifications
Diploma in Regulated Financial Planning (DipPFS) | Advanced Diploma in Financial Planning (APFS) | Degree in Management and Leadership Development (BSc)
Jessica Taylor
Client Services Administrator
Professional
Jessica has been working in Financial Services since December 2018 and has previous experience in administration roles in other industries.
Personal
Jessica enjoys running, paddle boarding and walking her dogs.
Qualifications
Jessica has achieved her Award in Financial Administration.
Shannon Murray
Paraplanner
Professional
Shannon has been working in Financial Services since April 2019 and has acheived her Diploma in Regulated Financial Planning.
Personal
Shannon enjoys travelling to new places and is currently trying her hand at golf.
Qualifications
Degree in Business Management (BSc) | Diploma in Regulated Financial Planning
Jack White
Chartered Financial Planner
Professional
Jack has been working in Financial Services since August 2019 and has acheived his Diploma in Regulated Financial Planning.
Personal
Jack enjoys playing 7-a-side football two nights a week, alongside trips to watch Liverpool FC play at Anfield. In his spare time, he likes to travel and visit new restaurants to experience exotic foods.
Qualifications
Degree in Law from Queens University Belfast (LLB) | Diploma in Regulated Financial Planning | Advanced Diploma in Financial Planning (APFS)
Reagan Butcher
Paraplanner
Professional
Reagan joined the team in 2021 and has completed her Diploma in Regulated Financial Planning.
Personal
In her spare time Reagan enjoys playing Camogie, spending time with friends and walking her Labrador Bonnie.
Qualifications
Degree in Law from Queens University (LLB) |Diploma in Regulated Financial Planning
Rebekah Horner
Paraplanner
Professional
Rebekah joined the team in 2021 and has completed her Diploma in Regulated Financial Planning.
Personal
In my spare time I enjoy travelling the world, visiting new places and trying different foods. I also enjoy spending time with my friends, family, and pets.
Qualifications
Degree in Business Management from Queens University (BSc) |Diploma in Regulated Financial Planning
Aimmie McAllister
Paraplanner
Professional
Aimmie joined the team in 2021 and has completed her Diploma in Regulated Financial Planning.
Personal
In my spare time I enjoy taking city breaks and spending some down time with my friends, family and dogs
Qualifications
Higher National Diploma in Business with Digital Technology | Degree in Business Studies from University of Ulster (BSc) |Diploma in Regulated Financial Planning
Jamie McKay
Trainee Para Planner
Professional
Jamie joined the team in 2022 and is working towards his Diploma in Regulated Financial Planning.
Personal
In his spare time, Jamie likes travelling abroad. He also enjoys spending time with family, his friends and his dog Max.
Qualifications
Degree in Law from Queen’s University Belfast (LLB).
Aimee Mcrandle
Technical Administrator
Professional
Aimee joined the team in 2022 and is working towards her Diploma in Regulated Financial Planning.
Personal
In her spare time, Aimee enjoys travelling to new places and spending time with her family and friends.
Qualifications
Certificate in Financial Services