Congratulations to Alasdair Walker!

We’re celebrating a huge win at HA&W, after our managing director won big at a recent awards event.

At this year’s CISI awards night, Alasdair took home the coveted Certified Financial Planning Professional of the Year Award – a huge achievement against some tough competition.

Alasdair and the whole HA&W team are proud and delighted to receive this honour, which you can read more about on our news page.

What’s more, Alasdair’s success tops off a string of award success, including a place in the Citywire New Model Adviser’s Top 100 for 2023. This recognition is testament to the hard work and dedication of the whole team and means you can be sure your finances are in safe hands.

Planning like no other

We’re immensely proud to be one of only a few financial planning firms in the country to be awarded both Chartered and Accredited status.

Setting us apart from the rest, it’s a testament to the work of our dedicated team and means that you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

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What we do

We’ve spent decades working with clients to help them meet their financial objectives and we’re a trusted pair of hands. Our financial planners pass on their valuable knowledge to every client to ensure goals are reached.

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About you

We specialise in offering independent financial advice to three groups of clients

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People who want to plan for their retirement

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People who want to retire now

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Higher earners

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Meet our team

Jim Aitkenhead

Jim Aitkenhead

Chartered Financial Planner

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Alasdair Walker

Alasdair Walker

CFP™, Chartered Financial Planner

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Rob Handford

Rob Handford

CFP™, Chartered Financial Planner

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Dawn Haynes

Dawn Haynes

Technical Administrator

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Liz Yeoman

Liz Yeoman

Technical Administrator

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Sonal Trivedi

Sonal Trivedi

Technical Administrator

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Louisa Chapman

Louisa Chapman

Office Coordinator

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Sue Taylor

Sue Taylor

Senior Paraplanner

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Suzi Beck

Suzi Beck

Paraplanner

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Jacob Siara

Jacob Siara

Paraplanner

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