Hawkeye Financial Ltd

Joe Bretti

FCA Number: 812145

Retirement Planning Inheritance Tax Mitigation Will Writing

I have worked in Financial Services for almost 30 years. I am independent Financial Adviser working as an appointed representative of a family run financial network called New Leaf. I enjoy helping people protect their wealth and plan for retirement as well as inter-generational wealth planning. Inheritance tax mitigation has become a growing focus for millions and I like to consider myself specialised in this area of financial planning. I am also qualified to give mortgage advice, investment and retirement planning advice as well as insurance protection. The qualifications I hold are as follows: DipFA, CeMAP IMC, CeRER, HND Business & Finance

Phillip Kerley

FCA Number: 812145

Pension Planning Inheritance Tax Planning Equity Release

Phillip Kerley is the owner and director of Hawkeye Financial Ltd, a comprehensive financial services firm dedicated to helping clients navigate the complexities of personal and business finances. With expertise spanning pensions, investments, mortgages (residential, buy-to-let, first-time buyer, equity release, and commercial), and protection solutions for individuals, families, and business owners, Phillip brings a client-centric approach to financial planning and advisory services. Beyond the office, Phillip is an accomplished Qualified Tennis and Padel Coach, maintaining his passion for sport and fitness on the court whenever possible. A firm believer in work-life balance, he can often be found sharing the office with his beloved dog, Millie—a constant companion who brings warmth to the workplace. He combines his professional dedication with a genuine commitment to family and community, bringing both strategic insight and authentic values to everything he does.