COMPANY HISTORY About HQN Financial Management Limited 



Simon started his career with a firm of stockbrokers, and subsequently working as a Broker Consultant for national firms such as Save and Prosper, Scottish Widows and Norwich Union (AVIVA). Simon formed HQN Financial Management in 2005 as he wanted to ensure that his clients benefited from independent financial planning through a firm that focused on a personal and individual service, always putting the client first, believing that this was what would differentiate HQN from the larger firms. 


John is a Fellow of the Chartered Insurance Institute with a career that has included senior roles with national companies.  
John has a great deal of experience in both financial services and also wills and estate planning. He is extremely client focused and very much enjoys his role in helping them meet their investment goals. 


Colin has worked in financial services for 30 years and has a wealth of experience with both individual and business clients. Colin joined HQN in September 2021 and is a great addition to our team. He deals with all aspects of financial planning, however, he particularly specialises in investment and retirement planning. 
Prior to joining HQN, Colin held a number of senior positions with national advisory firms helping them develop and deliver their investment strategy and he brings this experience in helping our clients meet their investment goals. 


David has been an Independent Financial Adviser for over 12 years. Like the rest of the team, he particularly enjoys building long term relationships based on trust and reliability. David is driven by the day-to-day contact and regular meetings he has with his clients to ensure they remain on track to achieving their long-term financial planning goals. 
David joined HQN in December 2022 and with him brings a wealth of knowledge and expertise. With over 20 years’ experience working within Financial Services, he has a broad knowledge of not only Investments and Pensions but also Mortgages and Protection. 
‘My philosophy of focusing my time with existing clients is perfectly aligned to the personable, friendly and professional culture of HQN and I’m extremely pleased to be part of the team.’ 


Steve joined HQN in March 2022 has worked in financial services for over 20 years, providing holistic financial advice to his clients. He has worked for a number of national advisory firms and enjoys working with his clients to help them achieve their financial goals. Steve always puts his clients at the forefront of everything that he does and delivers an excellent service, as evidenced by his long-standing relationships which span over many years. 
He specialises in not only helping clients build their wealth, but also helping them enjoy their retirement by setting out and managing long term sustainable plans. 
‘Some of my clients have worked with me for over 20 years and over that time you build up a professional relationship based on trust. My goal is that I simply never want to let my clients down and they know that nothing is too much trouble for me to do on their behalf. That is what drives me and why I wanted to work for a small but professional firm where I know the team sets the same standards that I do.’ 


Kevin joined HQN in March 2022 and has worked in financial services for over 25 years where has built a wealth of experience when advising clients on how to achieve their financial goals. Like most of the team, Kevin has worked for a number of national advisory firms and was attracted to HQN due to the time, support, and professional service we are able to provide to our clients. 
Kevin has a wealth of knowledge and specialises in investments, protection and retirement planning where he is able to help his clients in all aspects of their financial journey. 
‘Face to face advice remains at the core of the service proposition at HQN, whilst some national firms are moving to ‘remote’ financial planning, I believe that we should always deliver our advice in the way that best suits our clients. HQN and I share the same ethos in that the personal interaction with clients, understanding their goals and aspirations as well as their concerns is still best achieved face to face. Regular meetings in person with my clients is the best part of my role as a financial adviser.’ 


Graham joined HQN in September 2021 having been an Independent Financial Adviser for 25 years. Graham’s friendly, considerate and personable approach makes him a valued member of the team. He particularly enjoys being able to build long-term relationships with his clients and helping them throughout their financial journey. 


Paul joined HQN in September 2021 having worked in Financial Services for over 35 years. Throughout his career, he has held several Area Manager roles and has over 11 years’ experience as an Independent Financial Adviser. Paul enjoys maintaining long-term client relationships and friendships by creating the best outcomes to match his client’s expectations. 


Josh has worked in financial services for over 10 years. In addition to his skills as a financial adviser, he has worked in senior management and support roles for national advisory firms and brings a diverse range of knowledge and experience to his role as Operations Director. 
Josh is responsible for all our back-office functions and particularly enjoys driving our innovative strategies which enable us to deliver exceptional advice and services to our clients. 
‘I believe that clients are the most important part of any organisation, and I’m passionate about developing our systems and support services to ensure we provide a world class service.’ 


Ashley oversees all our administration requirements. His helpful, friendly, positive and detailed approach makes him ideal to look after the administration side of our business. Throughout his career in financial services, he has worked in a range of advisory and support roles and thrives on delivering exceptional service to our clients. 


Fergus joined HQN in December 2022 and provides administrative support to our advisers. Fergus is in the early stages of his career in financial services and especially likes the long-term plans and relationships that we have with our clients. 


Richard has been an Independent Financial Adviser for 20 years. He enjoys building and developing holistic financial plans for his clients, many of which he has been supporting throughout his career. 
Richard’s approach is based on trust, professionalism and always being on hand to help with any questions or queries, no matter how big or small. Like the other members of the team, he maintains regular interaction with his clients, to provide excellent and long-lasting service. 
Richard joined HQN in December 2022 and with him brings a wealth of knowledge and expertise, particularly in helping his clients build and shape their retirement, to suit their bespoke needs and objectives. 
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