Meet The Team

Paul Freeman

Dip PFS, BA(Hons)

Independent Financial Advisor

Jared Hancock

Chartered MCSI, BSc (Hons)

Independent Financial Advisor

Paul has been a financial advisor since 2000. He has worked in the bank assurance sector (Bank of Scotland) and for Co-operative Insurance. He has a degree in Business Administration (with Spanish) and is diploma qualified. Paul has been an independent financial since 2008.  Paul is experienced in all areas of financial planning- investments, retirement planning (including pensions, annuities and drawdown), estate planning and protection.

Jared has a wealth of knowledge in investment research and portfolio construction having previously worked in the Investment Services Division for UK Portfolio Management Ltd.  Jared has a number of qualifications including a Level 6 Diploma from the Chartered Institute of Securities and Investment and as such has the designation of ‘Chartered Wealth Manager’.

 

Patricia Blenkinsop

Paraplanner

Clifford Robertson

Office Manager

Trish has recently been a qualified financial advisor working for a major bank assurer and is now using her knowledge and experience to offer paraplanning services to IFA’s. Trish conducts research across the market to find the most appropriate solution to meet client needs. Trish has a wide range of sophisticated tools at her disposal to conduct thorough impartial research on behalf of Freeman Financial Services Ltd. Trish liaises with fund and product providers, the financial adviser and the client.

Clifford possesses effective organisational skills to ensure the smooth and efficient running of the office.  Responsibilities include liaison with clients, providers and managing work flows for the advisers.  Clifford removes many of the day to day tasks from Paul and Jared to free them up to visit clients and give financial advice. Clifford is studying appropriate exams to further enhance his relevant knowledge of financial services.

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