Mandy Dale

Mandy joined Hanbury in 2009, and was pleased to find herself working alongside like-minded colleagues in a firm that believes in delivering wholly independent advice. Previously she had worked as a Paraplanner at Partners Wealth Management, in the Group Risk department at HSBC Actuaries and Consultants and also at Baigrie Davies.

Mandy has far-reaching experience in the financial services sector, practicing across all key areas of wealth planning and working closely with both corporate clients and High Net Worth individuals in managing all aspects of their financial affairs. Her mandate is to help the firm execute a service that is highly bespoke and client-focused. This, in particular, involves designing diversified and cohesive investment strategies, cash-flow modelling, and tax optimisation planning.

In her spare time, Mandy enjoys raising money and volunteering for a local school for children with complex and severe learning difficulties. She also likes to keep fit and spend time with friends and family.