Our hsj Asset Management Team

Name: Paul Curran
Title: Director
Contact: paulc@hsjam.uk.com
Mobile: 07966 583656

Paul is the lead Director of HSJ Asset Management and is a fully qualified Financial Planner. Paul has more than 15 years experience in providing independent financial planning to a range of clients from company directors to individuals looking to make the most tax efficient investments and to protect their estate and families.

 

Specialisms:       

  • Wealth Management – building and preserving capital
  • Tax efficient investments
  • Retirement planning and pension advice
  • Personal, business and family protection

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Name: Jason ThomasJason Thomas Financial Planner at Hsj Asset Management
Title: Financial planner
Contact: jason.thomas@hsjam.uk.com
Tel: 0845 365 1000

As a financial planner, Jason has gained valuable experience from working with a team of independent financial advisors before joining HSJ Asset Management. Jason also gained a wealth of experience working in the accountancy profession and is an affiliate member of the ACCA, before moving into the financial services industry. 

 

Specialisms:                                       

  • Protecting your family and estate against risk
  • Trust and inheritance tax planning
  • Business Protection and Profit Extraction
  • Tax planning and mitigation (in conjunction with HSJ Accountants)
  • Retirement Planning and pensions advice

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Name: Hannah NewberyHannah Newbery
Title:  Chartered Financial Planner
Contact: hannah@hsjam.uk.com
Tel: 07789 001638

Hannah has nine years experience in the financial services industry and prides herself on carrying out her role as a Chartered Financial Planner with integrity and diligence. She is passionate about helping clients make smart decisions about their money. Hannah is a member of the Institute of Financial Planners, Chartered Insurance Institute (CII) and a student member of the Society for Trust and Estate Planners (STEP). Having completed the CII Advanced Diploma, Hannah is now studying for the STEP Certificate for Financial Services. Her consultative approach puts clients at ease and leads to long term relationships.

 Specialisms:                          

  • Preparing for retirement
  • Retirement Options
  • Trust and estate planning
  • Long term care

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Name: Laura StaceyLaura Stacey at Hsj Asset Management Team
Title: Office manager
Contact: laura.stacey@hsjam.uk.com
Tel: 0845 365 1000

Laura is well known to many of HSJ Accountancy clients having worked as a fully qualified accountant at the HSJ offices in Cardiff. Laura joined HSJ Asset Management to manage compliance, maintain client relationships and develop the office systems. As well as Laura’s invaluable accountancy and management skills, she can also draw on her previous customer service experience working within the retail banking industry to understand our clients’ needs to ensure they receive a seamlessly integrated service.

 Specialisms:                       

  • Certified Chartered Accountant
  • Tax Planning and mitigation (in conjunction with HSJ Accountants and Strategic Solutions)
  • Client relationship management
  • Team building, motivation and counselling

 

Download a copy of our HSJ Asset Management Team Sheet here