Hearnden & Weston Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management


Nicky Hearnden Chartered Financial Planner, FPFS,
Director

Nicky Hearnden has devoted his working life, now spanning in excess of 16 years, to helping others make the most of their money and realise their financial goals. Over the years, Nicky has worked for one of the most recognised High Street banks, gaining numerous qualifications, including the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII) in 2018. This means he has satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.

In 2013 Nicky saw that he could provide clients with a better service and the best possible advice by setting up his own Practice. Since becoming a Partner Practice of St. James's Place Wealth Management and as the Director of Hearnden & Weston Wealth Management Ltd, he promotes the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers. The practice has been through a period of steady growth since this point and now boasts a growing team of 6 colleagues.

Outside of his working life, Nicky enjoys keeping fit, he regularly competes in local half-marathons as well as completing two London Marathons for Sense and Cancer Research respectively. Also, Nicky has taken part in events on behalf of St. James’s Place Charitable Foundation, including a triathlon and most recently competing in Stratford-Upon-Avon’s half marathon.

Mobile: 07764 490764
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Warwick Taylor DipPFS,
Adviser

With over 25 years’ experience in Relationship Management, Financial Advice and Wealth Protection Warwick Taylor joined the practice in August 2018. After a career with some of the largest financial brands in the world this move will allow for a more bespoke and tailored financial advice service.

Warwick brings with him a wide range of experience working with Individuals and Company Owners.

Warwick is authorised to advise on areas including investment planning, retirement planning, annuities, life insurance and mortgages.

Outside of work Warwick is kept busy by his two children but also enjoys all types of sport particularly Squash and Racketball.

Mobile: 07776 808 500
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Rick Hearnden Cert CII(MP),
Mortgage Adviser

Rick joined the Practice in August 2014 after a career in middle management working for a major Government Department.

At Hearnden & Weston Wealth Management Ltd he manages our Mortgage Advice Service. As a fully qualified mortgage professional, it enables us to offer a comprehensive range of mortgages from across the market, which lenders make available to mortgage intermediaries, Rick designs bespoke solutions to meet individual needs covering all stages of the property purchase lifecycle from first time buyer to later life lending. Rick prides himself on developing an ongoing client relationship for the longer term.

Mobile: 07711 225342
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Laura Glynn,
Practice Paraplanner

Laura joined the Practice in April 2016, having previous experience in recruitment and training, her most recent role was providing customer service and administrative support within an estate agency firm.

Laura joined Hearnden & Weston Wealth Management Ltd as a trainee paraplanner; working towards her Level 4 Diploma in Regulated Financial Planning. Her duties include co-ordinating research and analysis, the preparation of client strategy documentation, business, administration and customer relations.

Tel: 0121 746 3040
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Corinne Stoakes,
Practice Adminstrator

Corinne joined the Practice in September 2014. She has worked in banking, customer service, and many years in the NHS where her roles included, clinical data quality, IT training and Performance Analysis.

At Hearnden & Weston Wealth Management Ltd she provides general support to the team to facilitate the day to day smooth running of the Practice, co-ordination of marketing activities, client events including delivery of bespoke communications.

Tel: 0121 746 3040
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Kerstie Iveson,
Practice Administrator

Kerstie joined the Practice in May 2018 bringing a wealth of experience in interacting and supervising day to day client liaison and satisfaction.

Kerstie, a qualified Les Mills Instructor and Personal Trainer was formerly Operations Manager for a National Hotel Chain where she managed Staff rotas, stock control, and general Accounting within the Hotel business.

At Hearnden & Weston Wealth Management Ltd her role includes presentation meeting preparation, managing the client servicing schedule, arranging reviews, and general office support.

Tel: 0121 746 3040
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