About Hather Financial
We provide a service on all financial matters either in the comfort of your own home or at our offices in Cumbria and Lancashire, the choice is yours. We have over 100 years combined experience within the financial services industry. We look to create long-term relationships with our clients providing on going service and best advice on all aspects of your financial planning, you will find the partners Alan, Stephen, Allan and Ian to be open and friendly in all matters.
The long term nature of our business means that our clients become our friends with the trust and confidence that friendship brings. We number many businesses among our clients and we are able to offer a full Corporate Financial Planning service to Companies and have extensive experience in the fields of employee benefits and tax planning. We conduct a home visit service for our individual clients both during the day and evening.
Being a member of Burns-Anderson PLC, we are able to offer substantial discounts on many products available in the market place. All advice given is fee or commission based which we are happy to discuss at our first free consultation. All information is treated in the utmost confidence. We deal with people from all walks of life giving true independent advice. Give us a call.
Advisers
Steve Hather - M.D
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Principle Financial Advisor (I.F.A). Completes financial reviews on all clients under control of Hather Financial Services in Cumbria & Lancashire. Responsible for all sales and servicing within the business. Has over 25 years experience within the industry. Main areas of expertise are Investments, Pensions, Mortgages, Retirement Planning and Future Educational Planning. Steve is also the main compliance officer within the business. Home and office visits are available to clients. Home visits can be arranged in the evening. Office visits available at Penrith Cumbria or Accrington Lancashire. |
Allen Hather - Senior Financial Advisor / Consultant (I.F.A)
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Responsible for Sales and servicing existing clients both individual and corporate both in the Lancashire and Cumbria area. Over 45 years experience within the industry. Based at our satellite office at Bury in Lancashire. Retirement Planning Specialist. |
Alan Nicholson - Financial Advisor (I.F.A)
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Reviews of client's portfolios in North West Region. Over 15 years experience in Investment and Pension planning areas. Office and Home visits available to clients. Alan has vast experience in all areas of financial planning and makes clients feel relaxed about financial matters. Alan joined Hather Financial in January 2007. |
Ian Bentley - Office Manager
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Office Manager. Ian deals with the day to day admin and input of customers and new businesses. Ian now has 10 years of service with the company and has been the office and accounts manager for several large national companies. |
Deborah Hather - Company Secretary
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Company Secretary. Deals with day to day accounts and administration only. Deborah is a midwife and has worked within the company for over 20 years. |