Hannah Needham

Junior Financial Planning Consultant


After passing her 6 exams Hannah now has a CII Level 4 Diploma in regulated Financial Planning and has been promoted to our Junior Financial Planning Consultant. Hannah is looking forward to continuing her exams and working towards a charted status once she has spent more time in the industry.


Hannah lives at home with her parents and two younger brothers. Outside of work, you’ll find her following all things Lancashire and England cricket, as well as baking for friends and family and reading whatever book she can get her hands on.

On an ideal weekend, you can find me:

With my friends in a country pub

My favourite holiday destination is:

St Ives, Cornwall

My favourite song to play in the car is:

You Belong With Me – Taylor Swift

The first album I bought was:

Steps – Gold Greatest Hits

If I could be any fictional character, I would be:

Elle Woods from Legally Blonde

If I could turn any activity into an Olympic sport, I would win a medal in:

Rewatching Gilmore Girls

When the dessert menu arrives, I’m looking for:

Anything citrus!

The three qualities that draw me to new people are:

Warmth, humour, a nice smile

My pet peeve is:

Eating with your mouth open!

The best gift I’ve ever received is:

My Great Great Auntie Hannah Needham’s necklace that she wore on her wedding day in 1936 for my 21st birthday

The three people at my dream dinner party would be:

Joe Root, Victoria Coren Mitchell, Bob Mortimer

The three small things that make my day better are:

Thank yous, a good cup of tea, clean sheets

Three things I haven’t done so far include:

Buy my first home, Travelled to Canada, seen England play Cricket abroad