Welcome to Hiatt Financial Limited

Hiatt Financial Ltd is a specialist Wealth Management and IFA firm that provides trustworthy, efficient and personalised fee based financial advice using the best of the very latest investment and IT technology.

Allow us to introduce ourselves. 
 
•       Andy Hiatt, Founder and MD, aged 34, is a qualified IFA practitioner based near Burton, Staffordshire, trading as Hiatt Financial Ltd. He is an Appointed Representative of Tenet Connect Services Ltd. Andy has 14 years financial services experience, having joined a major high street bank as a trainee financial adviser after completing his BSc at Essex University. Major posts have been at a large National Private Bank in Mayfair London as a discretionary fund manager, National Wealth Management IFA, and then a senior IFA pension consultant at a National Employee benefits consultant. Building an independent company drives Andy forward. In his spare time he enjoys all sports, spending time with his young family, fell walking and most outdoor pursuits.
 
•       Jonathan Palfreyman, Financial Director, aged 61, qualified as an FCA in 1975 with Thomson McLintock, Leicester, and subsequently worked as an Audit Manager for one of the big 5 in Paris. He has extensive experience of running companies in the retail and manufacturing sectors, and is currently FD of 2 start-up companies, as well as being Financial Adviser to an educational charity. Away from the office, Jonathan enjoys cycling, tennis and skiing and is an enthusiastic supporter of Leicester Tigers.
 
Through the combination of standardised electronic procedures that usually only large organisations can offer, along with genuinely independent financial advice, our clients benefit from the best of both worlds.
 
We specialise in the following; Investment portfolio planning, Pre and post retirement pension and income planning, advice to owners of SME’s, succession planning, wealth protection, IHT planning, corporate protection- keyman/ Shareholder protection etc, life insurance and savings.
 
Our door at Repton G91 is always open for business, and we look forward to bumping into you on Bretby Business Park!
 
Call Andy on 07788 818931 or email andy.hiatt@hiattfinancial.co.uk