Hannah Pateman

Chartered Financial Planner

Hannah is a Chartered Financial Planner specialising in retirement and inheritance planning. She works closely with individuals approaching or already in retirement to build clear, dependable income strategies, and with those looking to pass wealth to their families in a tax-efficient way.

Clients value Hannah for her straightforward, confident approach — making complex decisions feel manageable and ensuring they feel fully in control of their financial future.

Hannah believes a strong financial plan does two things: brings clarity today, and builds confidence for the years ahead.