Meet the Team

Heather is ably supported by her team, each of whom has their own specific area of responsibility. The team works closely together and each member is aware of all cases in progress, even if they are not directly involved.

Heather Dunne ACII FPFS

Heather reviews all of the TVAS prepared by the team, she also completes the suitability assessment review. All of this case related work, together with ongoing documentation and process reviews is undertaken in conjunction with the relevant team member. This ensures consistency and also constant development of the individuals, whilst maintaining compliance with the latest regulatory requirements. Additionally, she spends a lot of time undertaking presentations and seminars to Financial Advisers across the country.

HDC Team:

Clare Gordon

Clare is the Team Manager. Her role includes supporting the team in obtaining relevant data and preparing Transfer Analysis Reports and drafting suitability reports. She resolves the majority of the team and adviser's technical queries. Where necessary, she seeks guidance from Heather. She conducts initial reviews of the documentation provided by advisers and schemes and assists Heather in the suitability review. Clare has worked with Heather since September 2006.