Stephen Hatherall
Aldermaston
Independent Financial Adviser
Freephone: 0800 328 8365
T: 01189 821710
M: 07771 524598
E: stephen.hatherall@pil.uk.com
Address: 2 Mars House, Calleva Park, Aldermaston, RG7 8LB
Experience: Stephen holds a Diploma in Financial Planning, is a member of the Chartered Insurance Institute (CII) and has a current Statement of Professional Standing. His area of expertise is Estate Planning & Inheritance Tax Mitigation using relevant Trusts, Business Relief and ISA investments. In many cases this involves close liaison with clients’ own solicitors and accountants.
Stephen’s clients receive a committed personal service and he has been providing advice to a number of them for more than 20 years, on a mutually beneficial basis. Stephen works closely with clients to manage and review their Investment & Pension Portfolios, optimising tax efficient solutions tailored to their particular needs. Involving areas such as Advanced Pension Planning, ISA utilisation and VCT/EIS recommendations.ur goals.
Family
Stephen enjoys long walks with his family and two energetic dogs.
Interests
When not working Stephen is an enthusiastic golfer and follower of the England Rugby team. He enjoys to ski regularly, if not elegantly.
Client testimonials
I seek long-term client relationships, built upon mutual trust, enabling us to provide a valuable bespoke service. We want to work in tandem with you and enable you to have the best chance of achieving your goals. These are some words from my existing clients:
“Stephen has always been a first class financial adviser whose guidance has always been clear, and I believe firmly in my best interests. His knowledge and vast experience is invaluable!!” Mr & Mrs F
“We meet at least twice a year and review my portfolio. He has also advised me very successfully with a property investment which has done very well.” Dr C
My areas of expertise
Planning for
your retirement
Estate Planning
