Why Choose Hammond Financial Planning?

Navigating Complex Financial Markets

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at Hammond Financial Planning our clients appreciate our ability to make the financial advice process both simple and enjoyable.

Based in Manchester and the North West, we provide financial advice to individuals at all stages of their financial planning journey. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Hammond Financial Planning are able to help. We also understand that you may have limited time available, therefore we offer therefore we are flexible to suit your needs.

At Hammond Financial Planning, we ask questions to help understand your goals and objectives so we can provide straightforward advice and find the right financial solutions for you. This is achieved by:

Identifying your short, medium and long-term financial planning goals
Mapping out a route to get you there
Making easy-to-understand product and investment recommendations
Reviewing your plan regularly to keep pace with changes to your needs and objectives

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Meet the Team

We build and enhance our client relationships by providing a professional, knowledgeable and friendly service. Our business has evolved and grown in the main through satisfied clients’ referrals and introductions.

Marc Bailey – Director / IFA

07884 067209 | marc@hammondfp.co.uk

Marc has over 20 years’ experience in providing bespoke financial advice to clients and their families as well as professional business clients. Marc is highly experienced in advising business owners, ranging from single, self-employed clients to large limited companies.

Marc has built up an extensive client portfolio and is proud of the number of referrals he receives from his existing clients who have been delighted with the advice and service provided. Marc prides himself on having a friendly and professional approach to work and life.

A keen Manchester United supporter, Marc enjoys travelling and spending time with his partner, Yvonne and their twin boys. Marc also enjoys keeping fit in the gym as well as running.

Steven Jackson – Director / IFA

07398 147543

With over 20 years’ experience, Steven is a highly skilled, independent financial adviser offering friendly, impartial and bespoke financial advice to personal and business clients.

Steven specialises in individuals ‘at retirement’ and considering their options with existing pensions – especially given all the recent changes in rules allowing much more freedom and flexibility. In addition, his expert advice extends to lump sum investments and life cover / illness cover.

Steven has the diploma in financial planning and holds the advanced ‘Pension Transfer Specialist’ qualification. In addition, Steven has experience in long term care insurance, trustee investments and court of protection / power of attorney cases.

Steven spends most of his spare time enjoying sports. He is an FA level 2 qualified football and level 2 Futsal coach, child welfare officer for the Inspired Futsal League and a qualified Futsal referee. A season ticket holder at Manchester City, Steven also enjoys spending the time at the gym and watching films. Steven is married with 2 children and lives in Hyde, Greater Manchester.

Billy Gallagher – Independent Financial Adviser

07943 156870

Billy has been in the Independent Financial Advice world since September 2019. He has previously worked in the financial sector with the Royal Bank of Scotland and has a Business Economics degree from his time at the University of Liverpool.

Billy has now received his Level 4 Diploma in Regulated Financial Planning and so is fully qualified to give advice on Pensions, Investments and Protection. Billy’s next step on his knowledge development is to take exams in business planning and long-term care insurance to further his expertise in these areas.

Billy is an avid lover of playing and watching sports in general although he has a particular adoration for football and his team, Manchester United.

Our Services

Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.

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Pensions

Hammond Financial Planning work with you to consider all the options based on your needs and investment risk appetite.

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Estate Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.

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Business Owners

Our work at Hammond Financial Planning with business owners brings us into contact with companies of all sizes across the UK.

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Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

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Get in Touch

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