Our team are here to help you understand what is
important to you, and how to achieve it...
Hansford Bell Financial Planning Ltd are authorised and regulated by the Financial Conduct Authority (FCA). We are full members of the Personal Finance Society (PFS) and the Institute of Financial Planning (IFP).
Hansford Bell offer effective financial planning for private clients, sole traders, partnerships and limited companies.
We have a client base covering London and the South West of England. We provide a clear and consistent service from the start, to give you peace of mind.
MEET OUR PLANNERS
And our Office Teams & Support Staff
Christopher Palmer with his Client Manager Paula and his Personal Assistant Tori
Chris is Hansford Bell’s Managing Director and a Chartered Financial Planner. He has an established client base throughout the Southwest and beyond. He has focused on developing his skills as a Financial life Planner so that he can help his clients live the life they want and never say “if only”.
Outside of work Chris enjoys spending time travelling around Devon and Cornwall in his VW camper and if the sun is out, going for a ride on his motorbike!
Paula works closely with Chris and over the years, she has also built great relationships with his clients. She now provides him with his technical support. Paula enjoys spending time with her family outdoors and is a keen photographer. Tori has recently joined Chris’ team and provides support to both him and his clients. She has recently graduated from Exeter University after being awarded a commendation from the business school and is now looking forward to a career in the financial planning profession. When not at work, Tori enjoys music and attends concerts whenever she can.
We now have a clear sense of where we are and what we can do/achieve
The whole atmosphere on our visits is one of professional excellence, coupled with feeling you are a friend as well as a client
We feel confident to trust him and follow his recommendations
Chris has given us real insight into our future financial position. He has explained, in an easy to understand manner, what actions we need to take and when to achieve the future we want.
With Chris’ help, we have been able to retire much earlier than we thought so we now get to enjoy more time with our family and do the things we want!
Steve Marker with his Personal Assistant Gracie and Financial Planning Manager Becky
Steve is a founding Director of Hansford Bell and a Chartered Financial Planner. He has longstanding clients throughout London, Oxford and the South West. He is a strong advocate of financial life planning and spent many years studying and developing the skills to make a difference to his clients lives.
Steve is a keen sailor and enjoys the occasional evening working on one of his beloved classic vehicles. Becky supports Steve with his clients, alongside her own clients, covering all areas of financial life planning. She is a keen volunteer for a local hospice and enjoys maintaining an active lifestyle. Gracie is the central coordinator in the team making sure everything is completed professionally and efficiently. Gracie enjoys spending time with her family and also enjoys a fitness lifestyle.
Steve is very approachable, professional and exudes the confidence of someone who has vast experience. He pays attention to detail and always promotes a 'can do' attitude in situations that are complicated or seemingly unfathomable!
Steve is extremely knowledgeable, professional, straight talking and confidence inspiring. He's acted more as a mentor for us in many respects helping us to have the confidence to take a sabbatical year and sending a gentle shot across our bows when we were in danger of letting the sabbatical last too long!
Stephen has been superbly dependable and always on the ball. His advice has been proven to be great value over the years
Friends and family, who I have suggested should see Stephen, have all been impressed by his warmth, expertise and obvious integrity, and have become clients. I would have no hesitation in recommending him to friends in the future.
He does not rest on his laurels but reviews my finances on a regular basis making any changes necessary. I feel I am receiving a very personal and friendly service and would highly recommend him
Driving away from our first meeting we knew we had found the person and the firm who are going to look after our financial affairs for a long time to come
Steve & his team have been my financial advisors for many years & have always given a professional, efficient & caring service. However, much more than this is the reassurance & trust I have in the expert advice given & the understanding of my financial needs. Thank you
Associate HR Director Janine Palmer, Director Nicola Marker and Associate Compliance & Operations Director Gemma Grice
Nikki is a founding Director of Hansford Bell, focusing on compliance and running the business. Janine is our Human Resources go to, ensuring the right people are in the right place. Gemma works closely with the Directors and provides compliance support
David Pimlott with his Client Manager Karen and Administrator Nikki
David is a Financial Planner, living and working in the Cornwall area. David began his career in the banking sector of Financial Services in 1985 and has a passion for working with his clients and helping them to achieve their future financial goals.
Karen has been involved in Financial Services since 2013 and has completed her CII Diploma in Regulated Financial Planning and is now working towards her Chartered status. As a Senior Paraplanner, Karen’s role is to assist with research and report writing, utilising her technical knowledge. Karen enjoys exploring and discovering new walks, beaches and pubs with her husand and two terriers!
Nikki supports the team with administration and after living and working in Spain for a number of years, Nikki enjoys cooking and spending time with her family when she is not working.
David could not have done anymore, he provided an excellent service while being friendly and approachable.
David understood the kind of investment I was looking for, and gave me clear advice, with no pressure to proceed, unless I was totally happy with the arrangements --- which I was.
David is an excellent listener. The advice David gave me was clear and simple and has given me confidence that my finances are working towards what I want to achieve.
Ross Biddiss with his Client Manager Kate and his Personal Assistant Debbie
Ross is a strong believer in utilising Financial Life Planning to identify what is important to his clients and putting together a plan to ensure their goals are achieved. His client focused attitude is a result of working in a number of different roles with Hansford Bell since joining in 2012. He has since progressed to a holistic Financial Planning role and takes great satisfaction from helping his clients to secure a better financial future.
Kate is currently working towards her diploma and is hoping to one day be a planner in her own right. She is currently training for the London marathon, her 1st full marathon. She loves exploring the world and is currently planning a trip to Venice. Debbie has over 20 years’ Administrative experience and has worked for Hansford Bell for 4 years. In her spare time Debbie loves to travel and spends lots of fun times with her two grandchildren.
Ross has a very professional approach and great style of working which has built a very strong relationship.
Through a very proactive style Ross has developed a complete understanding of our financial position, investment portfolio and lifestyle requirements and Ross and has modelled our future scenarios. This is critical to my decision making for retirement.
Emma Jones with her Personal Assistant Chris
Emma is the Head of Commercial and Domestic Finance at Hansford Bell. She started her career in banking and has now been at Hansford Bell for 4 years. Her experience in the profession allows her to offer exceptional service to all of her clients. Emma specialises in offering tailored financial solutions to each of her clients helping them to achieve their goals, whether that be buying their dream home, re-mortgaging their current property, obtaining short term finance or looking assisting business’ with commercial finance . Emma is also fully qualified to offer advice on later life lending and equity release, helping clients in retirement achieve finance they never dreamed was possible.
“Obtaining finance or a mortgage can be a stressful time. My aim is to remove the worries and strains away from my clients so they can enjoy the end result!”
Chris is Emma’s personal assistant and is currently completing his qualifications and working towards becoming a qualified mortgage adviser. With his exceptional attention to detail, he ensures everything within the mortgage process runs as smoothly as possible. Chris enjoys building relationships with clients and loves seeing a “pipedream” turn into a reality.
Together they strive to make the mortgage process seamless, offering a holistic approach from the first appointment through to completion.
I just wanted to say how fantastic Emma was throughout the process. She was responsive, understood our situation quickly, came up with great solutions and was great at keeping in touch. She really did deliver both high quality advice and exceptional customer service
Always helpful and able to explain paperwork and chase matters when required
Very efficient and helpful
The service we have received has been very professional and efficient and the advice we have been given was simple to understand
Professional and clear advice given - really friendly service - thank you!
Very helpful in things I do not understand re mortgages and insurance policies. I feel as though I can phone them up anytime with any questions I have
I would defiantly recommend Hansford Bell to someone else. The service has been very good, professional and more importantly, all the staff are very friendly to all their customers, such as myself
Emma and her team have always been so "on the ball" with proceedings and helped with any queries throughout the mortgage process. I am always made to feel welcomed
I would highly recommend Hansford Bell to friends and family. Everyone I have interacted with are professional and highly competent in their area of expertise
Always helpful and able to explain paperwork and chase matters - very efficient and helpful
As our Head Receptionist, Lynda manages the team ensuring someone is always available to help clients, whether they come in to the office or call by telephone, a lovely lady who always seems to stay calm in any situation