Alison Wheeler has been part of the team at Hearnden Associates since 2001 and works for the company three days a week. She provides support for our investment, savings and pension business, with duties including the production of reports and handling of telephone enquiries. When not at work Alison's second home is the local health club where she enjoys keeping fit with various exercise classes and the gym. She also enjoys decorating and maintaining the family home and garden.
Claire Peverley joined us in 2003 and is our Accounts Manager. Her duties include fee analysis, company payroll and maintaining the company accounts. Claire also provides our clients with a similar facility including tax returns, bookkeeping, payroll and VAT services. Claire spends most of her spare time with her family; husband and three daughters as well as looking after her father. When she can, Claire escapes to the gym, getting involved in as many studio classes as she can.
Gemma Nottingham has been with the company for fourteen years and has completed all her mortgage and equity release qualifications. As office manager, she is responsible for overseeing the administration team. Gemma manages the administration of our mortgage and insurance business. In her spare time she enjoys going to the gym which is fortunate because she is a committed foodie!
Joanne Caddamy joined Hearnden Associates in 2015 after a career break from the financial services industry. Joanne recently passed her mortgage exams including equity release, adding to her existing financial qualifications. During the three days a week she works, Joanne is responsible for ensuring all mortgage applications are processed as efficiently as possible. She liaises with lenders and clients to obtain mortgage offers and then continues to monitor their progress through to completion. In her spare time, she enjoys walking her dog and baking.
Following a career break with her children, Karen Smith-Halvorsen returned to Hearnden Associates in 2013 and is responsible for submitting new business applications for mortgages and general insurance. Karen attained her mortgage qualifications in a past life as a mortgage adviser and personal banker and has also worked as an estate agent so is familiar with all areas of the house buying process. More recently, Karen completed her equity release qualification. Karen works part-time and, when not juggling the demands of a busy family life, she enjoys catching up with friends or exploring the beautiful Surrey countryside with her dog.
Returning to Hearnden Associates in 2015 Emma Holder is our Practice Manager/Client Liaison Manager and is involved with much of the non-advisory aspects of the company including compliance and regulatory matters. Emma also assists clients with our later life services: She delivers our will writing service and prepares lasting power of attorney paperwork. Emma is also involved with death claims, aiming to provide sensitive and helpful support when our clients need it most. Emma likes escaping to coast or countryside although, being something of a fair-weather walker, she also enjoys her kindle and crafting.
Harry Cox joined in September 2015 as our first ever apprentice. Harry passed his apprenticeship in early 2019 with a distinction and is now a fully qualified paraplanner as well as having a Diploma in Financial Service. Harry is involved in all aspects of our investment process with a focus on our pensions business. Outside work, Harry is a talented footballer and an aspiring cook off the pitch. Harry recently bought his first home which he shares with his girlfriend.
Chris Isaac joined the company in October 2016, after achieving a Masters in Economics from the University of Manchester and has subsequently completed his Diploma in Financial Services, earning an award from the Sussex Chartered Insurance Institute for the best completed Diploma in the region for the year 2017/18. He is involved with the pension and investment side of the business with a focus on the income portfolios and pension transfers. Having been friends with Harry Cox since childhood they have brought their own brand of banter to the offices of Hearnden Associates. When not at work Chris is also a talented footballer and self-proclaimed foodie!
Moira Martin is the face of Hearnden Associates and has been greeting clients and answering your calls since joining us in the Spring of 2018. Due to the nature of her role she assists with everything from opening the post and monitoring our emails to assisting the investment and mortgage teams with administrative tasks. Outside work, Moira enjoys membership of the local gym and spending time on the south coast.
Brittany Wheeler is the newest member of the team. She joined Hearnden Associates permanently in the summer of 2018 after working with us for the past five years during school and university holidays. Brittany graduated from the University of Birmingham with a first-class degree in Economics. She has become involved in every aspect of the company from assisting with mortgage applications to learning about the investment process. When Brittany is not in the office, she enjoys yin yoga and baking.