Hayley Wake

Financial Planning Assistant

“Working for FPC has given me a real opportunity to develop my knowledge and experience. No two days are ever the same so I’m always learning.
FPC’s client base is very diverse so one day I may be working with a client who wants to sell their business and the next day I’ll be helping the team with an estate planning strategy.

Hayley joined FPC in December 2018 having worked in an administration, adviser support and PA role for an IFA for 3 ½ years.

Hayley’s qualifications include:

  • Level 3 Business Administration
  • CF1 UK Financial services, regulations and ethics
  • FA2 Pensions Administration
  • CII Level 3 Award in Financial Administration

Working towards Level 4 Diploma in Regulated Financial Planning

Her main responsibilities include assisting the Financial Planners to prepare for meetings and client reviews by helping with letters, proposals and reports and coordinating with FPC’s administrative staff on application and provider forms.

In her spare time Hayley likes to spend time with her family, rescuing and rehabilitating animals. Her interests include food… and sleep.