03/02/2025
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๐ฐ๐ถ๐๐ถ๐ป๐ด ๐ก๐ฒ๐๐ โ ๐ ๐ก๐ฒ๐ ๐๐ต๐ฎ๐ฝ๐๐ฒ๐ฟ ๐๐ฒ๐ด๐ถ๐ป๐!
After years of helping clients navigate their financial journeys, Iโm thrilled to share that I am moving to an independent financial advice model. This marks an exciting evolution in how I can support clients, offering greater flexibility, wider choice, and a truly tailored approach to financial planning.
I want to take a moment to sincerely thank my incredible clients and professional connections for their support during my time at Hayes Financial Planning. Your trust and collaboration have been invaluable, and Iโm truly grateful and I look forward to continuing our work together.
Iโm now stepping into a new role as Director of Advice and Proposition at McDonald Associates, where Iโll continue to advise clients while also shaping and growing a truly client-centric financial planning proposition. This is an exciting opportunity to build something special - focused on quality advice, long-term relationships, and the best possible outcomes for those we serve.
The financial world is evolving, and Iโm excited to embrace new opportunities, innovative planning strategies, and a forward-thinking approach that puts clients first.
If you'd like to know more about what this change means and how it might benefit you, Iโd love to have a conversation.
๐๐ฒ๐ฟ๐ฒโ๐ ๐๐ผ ๐๐ต๐ฒ ๐ป๐ฒ๐
๐ ๐ฐ๐ต๐ฎ๐ฝ๐๐ฒ๐ฟ!