Amanda Hughes

Independent Financial Adviser

Amanda has been in Financial Services since 2001 and an Independent Financial Adviser in Bournemouth since 2005.

She joined Beacon House Wealth Management Limited in March 2009 with the primary role of assisting the Directors with the handover and subsequent looking after of John and Chris' clients. (Beacon House is now incorporated within Baker Davies).

As an Independent Financial Adviser, Amanda is able to provide advice on all areas including investments, pensions, personal protection, savings and mortgages. She has an holistic approach to providing financial advice - "I take the whole of my clients' situation into account to provide independent and structured advice in a sensitive manner to achieve my clients' aims and ambitions."

How does Amanda help clients of all ages?

"Wherever you are starting from I can help you achieve your goals through financial planning; whether you want to start saving, invest for your children, plan for your retirement or simplify your finances."

Amanda enjoys helping people who may think they are too young or too busy for financial planning to understand and appreciate what they can do to take important first steps to getting their house in order and building financial choice for their future.

Amanda also has taken additional training to provide specialist "later life financial planning" which includes advising on care fees planning, equity release, annuities, investments, providing a tax efficient income and dealing with Powers of Attorneys, solicitors and family members.

Amanda has a keen interest in socially responsible investments and is a member of the Ethical Investment Association and UKSIF, the sustainable and investment and finance association.

Background

Amanda initially followed her parent's footsteps and went into the Catering and Hospitality industry as a Trainee Chef. She grew up in Farnham, Surrey and moved to the Purbeck area ten years ago. Amanda started her career in Financial Services in 2001 in the personal lending sector. After attending night school to obtain the necessary financial planning qualifications she joined LV= in 2005 as a Tied Financial Adviser, soon being promoted to a Whole of Market Adviser.

From here Amanda was self employed for a short while but soon realised that she much preferred to be in a team environment and wanted to work with a firm who had similar principles and values to herself. Amanda was delighted when she discovered that Beacon House were looking for an adviser and soon settled in.

Amanda has the Certificate in Financial Planning and is committed to achieving Diploma Status by the end of 2012.

She has the Certificate in Mortgage Advice, Certificate in Regulated Equity Release and the Certificate in Long -Term Care Insurance and is working towards Later Life Adviser Accreditation.

Hobbies and Interests

Amanda is living "The Good Life", she lives in a gatekeeper's cottage on a private country estate with her husband, ten hens and three ducks. When she's not tending to the vegetable garden you're likely to find her walking, swimming in the river, cooking, eating or reading. To counteract her love of food she often goes for a run and signs up for challenges to raise money for charities.

A sociable person, Amanda enjoys organising parties, visiting friends and family and meeting new people. She is one of Dorset's Regional Representatives for the Outdoor Swimming Society and loves travelling to new swimming spots and organising local dips.

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