Chloe Hockney - Financial Adviser at PW & Partners

Chloe HockneyBSc(hons), DipFA

Financial Adviser
A few of my favourite things…

Favourite Film: A toss-up between The Proposal and Burlesque!

Favourite Holiday: I’ve not had the opportunity to leave Europe yet, but my favourite holiday so far has got to be Amsterdam. I’ve been there four times and every time has been better than the last. I would love to have a holiday home there in the future.

Favourite Food: I love all food but my favourite is probably chips; they go with everything, and I could eat them forever!!

Favourite things to do in my spare time: I love spending time with my friends and my Partner; going out for dinner and drinks or brunch and coffee. But after a long week, I also like to curl up on the couch with a glass of wine, some snacks and a good film!

 

As a Financial Adviser at PW & Partners, Chloe is dedicated to helping her clients on their journey to Financial Wellbeing – working towards peace of mind, security and the financial future they aspire to.

Chloe’s passion for helping people has come from her psychology degree and the relationships she’s developed throughout her life. Her years studying psychology along with her Financial Advice diploma has given Chloe the ability to support and guide individuals and business with their Financial Planning needs by listening, challenging, communicating and formulating a tailored strategic plan.

Chloe prides herself on being an empathetic and compassionate person and within her role finds it helpful that she can see things from a client’s perspective. She always looks to understand people’s views and where those views have come from. This allows her to have open and honest conversations about where her clients want to be – allowing them the time to sit and go through their life and financial goals to work out what their choices are and to formulate a clear plan to get them there.

Having studied for her diploma in Financial Advice at the London Institute of Banking and Finance, Chloe was then accepted into the prestigious St. James’s Place Training Academy. This allowed her to further utilise her knowledge into practical skills, as well as learn the advice process – kickstarting her career in Financial Services.

The areas Chloe covers as one of the Financial Advisers at PW & Partners are as follows…

Retirement Planning – To help you achieve the standard of living you want in retirement and a retirement you can enter into without any financial concerns, Chloe will let you know how much it will cost to provide the income you need (taking into account all your other assets) whilst also reviewing your existing plans and monitoring if they are on track.

Savings & Investments – Chloe can help make your capital work harder for you, irrespective of the financial climate, whilst endeavouring to always, where possible, save tax.

Protection – Chloe also offers advice on a range of Protection – such as Income Protection, Life and Critical Illness cover. In order to gain Financial Wellbeing in the truest sense, peace of mind that your loved ones and family home are protected during difficult times is absolutely key.

Chloe is caring, intuitive and passionate about taking the time to get to know her clients in order to help them achieve their financial goals, dreams and ambitions.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Contact Us

18-22 Melville Street
Edinburgh
EH3 7NS

Telephone

0131 385 7477

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PW& Partners Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy or the St. James’s Place Privacy Policy.

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