Who we are

Heidi Dann

Heidi Dann

Practice Manager

01454 416653

At work

As our Practice Manager, Heidi oversees all administration and the provision of support to both clients and advisers.

She has over 20 years’ experience in the financial services industry, from sales roles through to self-employed paraplanning and compliance. Heidi also holds the Certificate in Financial Planning.

At home

Heidi has a love for all things interior design and DIY. She also enjoys working out, going to the gym and running.