Meet the Team
Our team are always on hand to assist with any requirements
BRENDA SANTIMANO DipFA MLIBF PETR
Chief Executive Officer, Financial Planner & Pension Transfer Specialist
Brenda leads the team here at HFL, she has worked in the industry for her whole career and is highly regarded. She brings her wealth of experience, knowledge, passion, enthusiasm, and leadership skills to our clients and the HFL family.
Brenda is a Specialist in Corporate services, Private Client wealth advice and Independent financial leadership.
Clients value Brenda’s advice, guidance and how she delivers an independent and personalised service to our corporate and private clients with an approachable professional manner, providing all her clients with a truly holistic journey to empower them to achieve their goals and aspirations
PATRICIA HOPE DIP PFS
Executive Director, Financial Planner & Pension Transfer Specialist
Patricia is an Executive Director at HFL and brings a wealth of knowledge with her as her background is in banking.
She has been an IFA for over 20 years and in this time has helped her clients achieve the goals they wanted to reach. With Patricia’s vast experience, our clients are more than happy to work with her, follow the strategy and advice for any given project that she lays out.
RICHARD WOODWARDS DipFA
Financial Planner & Later Life Specialist
Richard has worked in financial services for more years than he wishes to profess.
He is a specialist in Later Life Choices and he is extremely passionate about his role.
Richard is a champion pool player, although he still classes that as ‘sport’.
ALISON MASSON Dip PFS
Financial Planner
Alison began her career in Asset Management and has a wealth of experience building strategic partnerships with key clients.
Alison loves helping clients realise and achieve their goals and empowering people to live more of the life they love.
JAMES ORAM APFS, CFPTM
Chartered Financial Planner
James has been working as a financial adviser in Cambridge for over 25 years for both local and national firms. He specialises in long term financial planning, pensions, and retirement planning. He is a Chartered Financial Planning with the Personal Finance Society and a Certified Financial PlannerTM with the Chartered Institute for Securities & Investments.
Client Management Team
CLAIRE BERRY MLIBF DipFA
Head of Client Operations
JANE BALL Dip PFS
Head Technical Paraplanner
Paraplanning Team
ANDY MUTTON
Paraplanner
AMY RAWLINGS
Paraplanner
Client Relationship Team
HELEN BROWN
Senior Client Relationship Manager
JULIE PENDRICK MLIBF DipFA
Client Relationship Manager
SAM CRAWLEY MLIBF DipPP
Client Relationship Manager
MAXINE EVANS
Client Relationship Manager
Mortgage Team
SIMON RILEY MAQ Dip PFS ER
Mortgage Specialist
KIERA SUMMERS CeMAP
Senior Mortgage Administrator
SOPHIE LILL
Mortgage Administrator
SOPHIE HOARE
Client Relationship Administrator
New Client Team & Client Support
EMMA HOARE
Client Experience Manager
MARIA LANNI
Client Relationship Administrator
CRAIG DOEL
Client Relationship Manager & Mortgage support
Our Location
HFL are based in Melbourn which is a large village in the far south west of Cambridgeshire. The name Melbourn comes from Meldeburn, the “stream of a man named Melde”.
Our offices are situated at the end of a small business park in Saxon Road, surrounded by the beautiful green countryside of Hertfordshire.
With over 50 year’s industry experience from the two Directors Brenda and Patricia and our key partnerships with HFL Accountants, we can offer a consistent and highly competitive service to all our clients from a spectrum of industries.
Our diverse client base includes clients from the many industries including Estate Agents, Construction, Haulage, IT, Waste Recycling, Recruitment and Food manufacturing to name a few.
When we are talking about the importance of your business, life, future, staff or loved ones choosing the right Financial Leadership company who has a good understanding of how your business sector operates and has the market respect and integrity in which you can place trust to design a creative and highly effective Financial Package backed up with a first class service is of upmost importance.
At HFL we feel the same and would be delighted to meet or talk with you.
PARTNERS
