Helping People Have Better Lives
We provide award-winning financial advice that ensures the money outlives the people.
Are you…
Leaving a legacy?
Growing your investments?
Starting your financial journey?
Thinking of retiring?
Already retired?
A business owner?
Going through a major life event?
Looking for a mortgage?
Leaving a legacy?
Growing your investments?
Starting your financial journey?
Thinking of retiring?
Already retired?
A business owner?
Going through a major life event?
Looking for a mortgage?
Leaving a legacy?
Growing your investments?
Starting your financial journey?
Meet our clients
We believe that great financial planning can change lives. But don’t just take our word for it – hear it from the people who have lived the experience themselves. Meet some of our clients who have shared their stories about how we’ve helped them.
Find out moreMeet the team
Andrew Sumner
Customer Consultant
Joe Webster
Customer Consultant
Iona Allinson
Customer Consultant
Nicola Rhodes
Customer Consultant
Sarah Hogan
Company Director and Chartered Financial Planner
Jack Leatherland
Operations Director
Leyna Shuter
Area Manager
Maura Baines
Paraplanning Lead
Emma Bell
Events & Marketing Executive
Karen Fogg
Operations Lead
James Nelson
Operations Assistant
Sara Malheiro
Operations Assistant
Emily Bartley
Paraplanner
Beccy Brooks
Trainee Paraplanner
Laura Jones
Trainee Paraplanner
Sarah Tate
Client Support
CLAIRE SHERLOCK
Executive Assistant to Sarah Hogan
Jane Catterall
Client Support
Howard Bartley
the Founding Father of Howard Bartley Financial
Garry Lomon
Financial Planner
Ken Bates
The Founding Father of KBA
David Parkinson
Financial Planner
Elysia Walsh
Financial Planner
Mollie Scotson
Client Support
Cheryl Clarke
Agency Manager
Gary Fletcher
Financial Planner
Hannah Needham
Financial Planner
Mandy Mycock
Customer Consultant
Kasim Ikhlaq
Client Support
Jaymee Stone
Agency Manager
Ciara Fitzgerald-Nolan
Client Support
Matt Marsh
Trainee Financial Planner
Emma Hull
Customer Consultant
Melissa Wright
Customer Consultant
Milly Gresty
Customer Consultant
Lisa Roberts
Customer Consultant
Steven Bill
Customer Consultant
Julie Leeson
Customer Consultant
Andrew Sumner
Customer Consultant
Joe Webster
Customer Consultant
Iona Allinson
Customer Consultant
Nicola Rhodes
Customer Consultant
Sarah Hogan
Company Director and Chartered Financial Planner
Jack Leatherland
Operations Director
Leyna Shuter
Area Manager
Maura Baines
Paraplanning Lead
Emma Bell
Events & Marketing Executive
Karen Fogg
Operations Lead
James Nelson
Operations Assistant
Sara Malheiro
Operations Assistant
Emily Bartley
Paraplanner
Beccy Brooks
Trainee Paraplanner
Laura Jones
Trainee Paraplanner
Sarah Tate
Client Support
CLAIRE SHERLOCK
Executive Assistant to Sarah Hogan
Jane Catterall
Client Support
Howard Bartley
the Founding Father of Howard Bartley Financial
Garry Lomon
Financial Planner
Ken Bates
The Founding Father of KBA
David Parkinson
Financial Planner
Elysia Walsh
Financial Planner
Mollie Scotson
Client Support
Cheryl Clarke
Agency Manager
Gary Fletcher
Financial Planner
Hannah Needham
Financial Planner
Mandy Mycock
Customer Consultant
Kasim Ikhlaq
Client Support
Jaymee Stone
Agency Manager
Ciara Fitzgerald-Nolan
Client Support
Matt Marsh
Trainee Financial Planner
Emma Hull
Customer Consultant
Melissa Wright
Customer Consultant
Milly Gresty
Customer Consultant
Lisa Roberts
Customer Consultant
Steven Bill
Customer Consultant
Julie Leeson
Customer Consultant
Andrew Sumner
Customer Consultant
Joe Webster
Customer Consultant
Iona Allinson
Customer Consultant
Nicola Rhodes
Customer Consultant
Find us on Vouched for
We come highly rated on VouchedFor, the UK’s leading independent review site for financial advisers, mortgage advisers and accountants. Click on the badge to read some of the reviews our clients have left for our Financial Planners.