Meet The Team At Frederick Charles Wealth Management Ltd

Paul Hoskin, Managing Director

Paul Hoskin, our Managing Director has been in Financial Services all his working life originally starting with Nat West and working his way up to Area manager for the last 7 years. He then became a Director of an IFA firm, Hoskin Financial Planning Ltd since 2014

With over 30 years’ experience and expertise Paul has gained immense knowledge and expertise in financial matters specialising in Pension and Retirement planning.

Paul has many long standing clients both personal and corporate which have been built up by offering flexible long term planning to match individual customer aspirations. This, along with the pride and dedication that he places on developing solid personal relationships with his clients, ensures that he is able offer a rounded, professional and principled service.

Paul also enjoys professional relationships with Solicitors and Accountants with whom he can work with to enhance the services they offer to their clients. Paul understands the demands on these professionals when referring appropriate clients to him, and prides himself on keeping his own professional knowledge and understanding up to date in creating solutions for these clients at important life stages and events.

Outside of his business, Paul is a keen golfer, plays keyboards and Saxaphone.

Doug Richardson, Financial Planner

My name is Doug Richardson, I am a qualified financial adviser with over 20 years of experience within the Financial Services Industry, currently based in Colchester Essex.

From our Frederick Charles Wealth Management office in Maldon Essex I provide advice to my clients, predominantly throughout Essex but also in other areas, having clients in Norfolk, Suffolk, and London.

I pride myself in being able to give advice in an easy to understand jargon free manner.

Having been qualified to a high standard for a number of years, holding the Chartered Insurance Institutes Financial Planning Certificate, along with the Institute of Financial Services certificate in Mortgage advice and Practice, I have continued to study and have achieved Diploma status via IFS, Diploma for Financial Advisers (DipFA) a higher qualification required by the Financial Conduct Authority (FCA) to continue providing advice post 2012. I also hold the Equity Release* qualification allowing me to advise in this rapidly growing area of Financial Advice.

In my spare time I like to spend time with my family, enjoy an occasional round of golf, and am a keen Motorcyclist.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

Stuart Phillips, Practice Manager

Stuart has worked in Financial Services for over 25 years and spent the majority of that time managing a pricing team for a London based asset management company. He now heads up the administration team at Frederick Charles Wealth Management providing support to both advisers and clients.

In his spare time he enjoys spending time with his family, renovating his house and he is also a keen cook.

Rob Clark, Financial Administrator

Rob has worked in Financial Services for over 26 years in Advisiory and Management roles for companies including Standard Life, Lloyds Banking Group and in the last few years for St James’s Place in a compliance function.

Being CII Diploma qualified, Rob has a sound understanding of the industry, assisting the team to provide excellent service to clients.

Rob lives locally and works part-time, enjoying fishing, gardening and spending time with family in his spare time.

Rouan Wevers DipFA

“ Having worked in financial services for a number of years, I got my qualification as a financial advisor and were happy to join the team at Frederick Charles Wealth Management. Throughout my career working in financial services, I have acquired a wealth of knowledge and skills in retirement and investment planning. I provide holistic advice in a easy to understand manner to my clients here in our office in Maldon or at their home address. My advice covers retirement planning, investment planning, inheritance tax planning, life and wealth protection and mortgage advice.

I take great pride in finding the right solution for my clients, providing personalised advice and supporting them in reaching their financial goals.

In my spare time I enjoy time with my family, playing golf and supporting my local rugby club.”

Rachel Hales

Rachel Hales, our non-advising Director has been in Financial Services most of her working life originally starting with Abbey National in a junior role and working her way up to a Mortgage Underwriter for the last 3 years of her career with the company. She then became a Director of her own Mortgage broker business in 2006.

With over 20 years’ experience and expertise Rachel has gained immense knowledge and expertise in the Mortgage Industry.

Rachel has built up many long standing clients both personal and business which have been built up by offering a flexible and understanding approach to match the customers aspirations. This, along with the pride and dedication that she places on developing solid personal relationships with both clients and professionals.

Outside of his business, Rachel loves to attend the Theatre and Concerts and also spending time with her Cocker Spaniel Sweep.

 

 

*Your home may be repossessed if you do not keep up repayments on your mortgage.

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