About Hockney Stevens

Independent Financial Advisors

Hockney Stevens Investment Services Ltd, established in the Isle of Man during 2001, are a firm of Independent Financial Advisors and are licensed by the Isle of Man Financial Services Authority.

Hockney Stevens is one of a select number of Financial Planning firms in the Isle of Man to have gained the coveted Corporate Charter Status awarded by the Chartered Insurance Institute, widely regarded as the gold standard in professional financial planning advice.

You can trust Chartered Financial Planners, like Chartered Accountants, Surveyors or engineers, to be highly qualified, reputable and capable of providing you with quality advice with the utmost integrity. Furthermore as a Chartered Firm you can be assured that Hockney Stevens adheres to a respected code of ethics, which are designed to guide the Financial Services Profession and protect the public.

Developing a personal service

Hockney Stevens realise that every financial planning situation is different and every individual is unique. We have therefore developed a range of services which can be tailored to meet your specific needs no matter how complex.

We will work in partnership with you and look to develop an excellent working relationship that will evolve over time, with the focus on you and your financial planning needs.

However you choose to develop your personal relationship with Hockney Stevens Investment Services our four key principles will underpin our relationship at all times:-

  • Honesty
  • Integrity
  • Reliable
  • Value

Meet the Directors

John Hockney
Chartered Financial Planner - Director

John has been involved in the Financial Services industry since 1987, initially working for UK Life Companies, before moving to the Isle of Man during 1995 to establish a Financial Services Department for an Offshore Bank (UK Owned). During 2001 he established Hockney Stevens Investment Services Ltd, to provide bespoke quality financial advice on an impartial basis to local, international and corporate clients alike.

John is an Associate of the Personal Finance Society by examination and achieved Chartered Financial Planner status during 2013. Since October 2012 John has acted as Chairman of the Isle of Man Region of the Personal Finance Society and President of the Isle of Man Insurance and Financial Services Institute (the local branch of the Chartered Insurance Institute) during 2014.

Click here for Qualifications

John Hockney

Advanced Diploma In Financial Planning (APFS)

Chartered Financial Planner


Certificate:

Financial Planning 1
Financial Planning 2
CF2 - Investment & Risk


Diploma:

J01 - Personal Taxation
J02 - Trusts
J04 - Pension Funding Options
J05 - Pension Income Options
J06 - Investment Principles, markets & environment
R01 - Financial services, regulations and ethics


Advanced Diploma

AF1 - Personal Tax & Trust Planning
AF3 - Pension Planning Process
AF4 - Investment Planning Process
AF5 - Financial Planning Process

×
Belinda Hockney
Compliance Manager - Director

Belinda spent 5 years working in the Financial Services Industry in the UK, prior to moving to the Isle of Man during 1995 and taking a career break to raise two children.

Belinda returned to the work environment to provide back office and administrative support required to deliver an efficient and well maintained office environment to all Hockney Stevens clients from established during 2001.

During 2013 Belinda was appointed as Compliance Manager, responsible for ensuring Hockney Stevens maintains robust internal procedures to comply with the requirements of the Isle of Man Regulators; the Financial Services Authority

Meet the Team

Laura Critchley
Chartered Financial Planner

Laura has worked in the Isle of Man Financial Services sector for 14 years in Actuarial Support, Technical and Financial Advice roles. She is a Fellow of the Personal Finance Society and achieved the Chartered Financial Planner Status in 2012. Since 2015, Laura has been involved in the Isle of Man Personal Finance Society regional committee assisting with events and support for local members.

Laura also holds BA Honours degree in International Business with Languages from Sheffield Hallam University and has spent several years studying and teaching in Japan.

Click here for Qualifications

Laura Critchley

Advanced Diploma In Financial Planning (APFS)

Chartered Financial Planner


Certificate:

Financial Planning 1
CF2 - Investment & Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
CF6 – Mortgage Advice
CF8 – Long Term Care Insurance


Diploma:

J01 - Personal Taxation
J02 - Trusts
J03 – The Tax and Legal Aspects of Business
J04 - Pension Funding Options
J05 - Pension Income Options
J06 - Investment Principles, markets & environment


Advanced Diploma

AF1 - Personal Tax & Trust Planning
AF2 – Business Financial Planning
AF3 - Pension Planning Process
AF4 - Investment Planning Process
AF5 - Financial Planning Process

×