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The Impact Of Financial Planning On Mental & Emotional Well-Being
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Ceri joined Nelsons in February 2019 and has since been an integral part of our specialist Investment Management team. With a strong focus on supporting our team of Independent Financial Planners, Ceri excels in providing detailed analysis and delivering high-quality recommendations to our clients, helping them achieve their financial goals.
Ceri’s expertise spans all areas of financial planning, including protection, cash flow modelling, retirement financial planning, investing for the future, and inheritance tax and estate planning. Her comprehensive approach ensures that clients receive tailored advice and strategies to secure their financial well-being.
Areas of expertise
Professional information
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Qualified member of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS)
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CMI Level 3 Certificate in Leadership & Management
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CII Diploma Level 4 in Financial Planning (DipPFS)
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CII Certificate Level 3 in Financial Planning (CertPFS)
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CII Certificate In Mortgage Advice
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CII Certificate in Life & Pensions
Recent articles from Ceri Hayday
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