Hugo is the Senior Paraplanner within the investment and wealth advice team, helping to provide advice to our clients on a variety of areas, including insurance, retirement planning, estate planning and tax. He enjoys building cash flow models which help formulate long-term financial plans for clients while considering their goals, objectives and wider personal circumstances.
Hugo joined Weatherbys in 2021 as Associate Paraplanner, after achieving the Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII). He has since progressed to Senior Paraplanner, after completing the Level 6 Advanced Diploma in Financial Planning and achieving chartered status with the CII.
Outside of Weatherbys Hugo enjoys travelling, keeping fit by playing golf and tennis, and is a keen sports fan, particularly enjoying rugby, football and basketball.