Invest for your future
Financial planning is about more than just your money; it’s about your life, your goals and your ambitions
Planning your financial future is one of the most important things you can do in your life. Making plans can help to give you and your family security and peace of mind
Hanley Financial Services has helped over 2,000 customers plan for their financial future
When you meet one of our advisers, you’ll notice one thing – that we don’t launch straight into the big sales spiel
We sit down with you and discuss your needs and wants, your goals and aspirations, where you are now and where you want to be in the future
Meet the team
Neil Clappison – Professional Financial Adviser
I have been working in the financial services industry and advising customers since 1983. My role with Hanley Financial Services as a Professional Financial Adviser allows me the time to get to know customers and offer advice to help plan and protect their futures. I joined the Hanley Financial Services 14 years ago and feel that our business is built around service, with professional advice being at the core of what we do. I am privileged to work for a company who always put the customer first.
Alastair Dunning – Professional Financial Adviser
I have been working in financial services since 2007. My role within Hanley Financial Services is based on providing high quality regulated financial advice to clients around their financial planning needs helping them towards achieving their future financial goals, in addition to look at insurance based solutions to help protect what is important to them.
Tom Ward – PFA Administrator
I joined the Hanley Economic in 2007 as part of the branch network. In 2017 I moved to the HFS Team to provide administrative support. Included within my role, I communicate with our customers to ensure we deliver a quality service.
How we help make it happen?
Whether you’re after additional income or want to take advantage of tax-efficient savings, we can offer a wide choice of plans to make your money work harder and go further
Protection for your loved ones
Nobody can predict the future. What we can do is make sure that, whatever happens, you’ve got a life assurance plan in place that meets the needs of your family
Protection for yourself
In an increasingly fickle job market, everyone should consider protecting their monthly income. We can help you safeguard your earnings with a plan that’s just right for you
Hanley Financial Services, helping you and your family every step of the way
Find out more
Call us on 01782 255000 / email: firstname.lastname@example.org
Monday to Friday 9am to 5pm
Thursday 9am to 7pm
Saturday 9am to 4pm
Stocks & Shares Lifetime ISA
Hanley Financial Services Limited Company Number: 03503187
Registered Office: Granville House Festival Park, Hanley, Stoke-on-Trent, ST1 5TB.
Financial Ombudsman Service
The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren’t able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at
www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123.
You can contact the Ombudsman at:
Financial Ombudsman Service,
London, E14 9SR
Phone: 0800 0234567
Calls to this number cost no more than 01 and 02 numbers Email: email@example.com
A leaflet entitled “Your complaint and the Ombudsman” from the Financial Ombudsman Service is available upon request.
If You Are Not Happy with Our Service
If you have a complaint about your Adviser or any financial advice you have received from your Adviser please contact us:
Quilter Financial Planning Complaints Department
Newcastle upon Tyne
Tel: 0191 241 0700
We will be happy to provide you with a summary of the internal procedures for handling complaints, this is available without charge upon request.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (e.g. if we arranged insurance or a regulated mortgage product).
The Financial Ombudsman Service can be contacted as follows: The Financial Ombudsman Service, Exchange Tower. London E14 9SR
Telephone: 0300 1239123
This is the current process. Should it change we will notify you the next time we meet by issuing you with an updated version of this document. If however, you want to have the updated version sooner you can request them at any time and I will provide you with the updated compensation process.
Our Regulator – The Financial Conduct Authority
Hanley Financial Services Ltd. is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA firm registration number of Lighthouse Advisory Services Limited is 195199
The permitted business of Lighthouse Advisory Services Limited is advising on and arranging pensions, investments, mortgages, life assurance and general insurance.
You can check this on the FCA’s Register by visiting the FCA’s website https://register.fca.org.uk/s/ or by contacting the FCA on 0300 500 8082.
The FCA address is: 12 Endeavour Square, London. E20 1JN