We believe that a Family Wealth Manager’s role is a life-time appointment, providing reassurance and foresight to all generations, enabling plans to be confidently established and enacted.
We believe that a Family Wealth Manager’s role is a life-time appointment, providing reassurance and foresight to all generations, enabling plans to be confidently established and enacted.
FAMILY WEALTH MANAGEMENT
Protecting Income
Life Time Cash Flow
Investment Management
Pension Planning
Life Insurance
Critical Illness
Protecting Family
Succession Planning
Protecting Estate
Professional Partnerships
Andy Hiatt
Founder
Andy is based in the brewing town of Burton upon Trent, where he was brought up. He obtained his BSc in Leisure Management at the former agricultural college, Writtle University, and as such, has a deep knowledge of the value of land, property and farming.
trComing from a Private Banking background to the world of family wealth management, Andy quickly found his passion in accompanying clients and their families on their financial life journeys down the generations. Andy has over 20 years experience as a financial adviser, and Hiatt Financial was established in 2010.
Away from the office in the great outdoors, Andy is a keen walker and is training to be a qualified Mountain Leader as well as being a very experienced level 2 swimming coach.
Jonathan Palfreyman
Finance Director
Jonathan qualified in Leicester and went on to work for one of the big five accounting firms in Paris, before embarking on a career in the footwear industry. He provides Andy with up to date financial analytics as well as overseeing the accounting function. He also looks closely at Business Development along with Andy and Chris.
He is currently Chairman of the award winning charity Amantani UK and enjoys playing golf, tennis and skiing.
Chris Carr
Adviser
After joining the family Biscuit Company he went on to become Managing Director of Merrydown Cider He now works as an Independant Holistic Adviser and non executive Chairman combining both his experience in Industry with the extraordinary healing modality of Life Alignment.
His speciality is supporting companies to refine their Vision as to how they can make a positive difference in the world, attracting the best clients, staff and outcomes.
Contact
Hiatt Financial Ltd.
Repton House,
Bretby Business Park,
Ashby Road,
Burton on Trent
Staffordshire.
DE15 0YZ
Tel: 01283 553100
Mobile: 07788 818931
email: andy.hiatt@hiattfinancial.co.uk