Thomas Hatley
Financial Planner
I have been helping clients with their financial planning for 13 years. The first three years as a Paraplanner, and last 10 years as a Financial Adviser.Â
Time spent with clients and the changing financial landscape over the last 13 years means there isn’t much that I haven’t seen or been involved with. You learn to expect the unexpected.Â
I’ve always wanted a certain amount of freedom in how I am allowed to work with clients. That has largely led to where I am today, a proud business owner who can sleep at night knowing I am working to the absolute best of my ability as a Financial Adviser for our clients.Â
My day to day is spent speaking to and meeting with clients, reviewing their financial plans and making sure they remain on track. I wish that was all I had to do every day, but as a Financial Adviser you have to maintain your knowledge and technical expertise. So plenty of reading, testing and thinking! I would consider myself a general practitioner with an elected specialism in Pensions. Being able to advise on all types of pension plans is an important tool in my bag that helps me deliver great client outcomes.
- DIP PFS
- Pension Transfer Specialist
- Long Term Care Specialist
When I'm not at work
I try to spend all my time doing what I enjoy and is rewarding!
My wife and I have two young girls and they are the focus of our attention when we’re away from work. When it comes to activities, it’s not me who calls the shots anymore! They love books, Disney movies (preferably involving princesses), playing outdoors and cooking.
I’ve cooked from a young age and love creating something from scratch. You are always learning, and it brings so much pleasure to others as well.
I like to eat out and enjoy good food. There are some cracking pubs and restaurants in Yorkshire. If I can combine all the above within a camping trip then I’m happy!
You might not know about me
01
Favourite sport to play and watch?
Play and watch would be football. I enjoy watching rugby league and boxing, not tough enough to partake in either though!
02
What would your Karaoke song of choice be?
Tough one as I can’t sing! Probably something by Oasis from the album (What’s the story) Morning Glory?
03
Which celebrity would you most like to meet up for a coffee / beer with?
Beer with Tyson Fury and Coffee with Alan Sugar.
04
If you could choose to do anything for a day, what would it be?
Manage the England Football Team in a World Cup knock out game.
05
Who was your favourite teacher at school and why?
Mr Mark Schofield – Introduced me to Economics, had a sense of humour and was well respected.
06
What’s the most daring thing you’ve ever done?
When I was 16 I helped sail a 38ft yacht across the English Channel. I'd never sailed before so it was definitely outside my comfort zone!
07
Where’s your favourite place you’ve ever visited?
Yorkshire – I decided to live here after all
08
What is your favourite thing about living in Yorkshire?
The people. Friendly, but with a no nonsense approach. You always know where you stand!
09
Favourite Yorkshire food or beverage?
Yorkshire Beer. There isn’t a bad one, it’s just some are better than others.
10
Favourite Yorkshire saying?
OW Much?
