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      • Vicky Haynes
      • Paraplanner - Stamford
    • Contact

      • 01780 764145
      • View vcard
    • Departments

    • Address

      • 9 Broad Street
      • Stamford
      • Lincolnshire
      • PE9 1PY

Vicky Haynes

Paraplanner - Stamford

Area of Expertise: Investments, Pensions, Protection, Tax Planning, Inheritance Tax Planning, Financial Review.

Vicky has previously worked within the financial services industry for over 8 years and has worked for numerous Wealth Management firms around Northamptonshire and Peterborough, before joining Chattertons in September 2022. Vicky's role is to help the firm's Independent Financial Advisers, in various ways, including with research and preparing recommendations, with the ultimate aim being to ensure that clients are happy and can reach their financial goal. Vicky is currently working towards completing her exams and one day becoming chartered. Away from work Vicky enjoys spending time with her family and going on long walks with her naughty dog, Gus.

Supervisor: Amy Urquhart

Professional Information:

  • R01 (Financial Services, Regulation and Ethics), R04 (Pensions and Retirement Planning) and R05 (Financial Protection).