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Meet the team
Sarah Hogan
Company Director and Chartered Financial Planner
Jack Leatherland
Operations Director
Leyna Shuter
Area Manager
Maura Baines
Paraplanning Lead
Mubashir Ahmed
Senior Marketing Executive
Emma Bell
Events & Marketing Executive
Karen Fogg
Operations Lead
Emily Bartley
Paraplanner
Beccy Brooks
Trainee Paraplanner
Laura Jones
Trainee Paraplanner
Sarah Tate
Client Support
Jane Catterall
Client Support
James Nelson
Operations Assistant
Sara Malheiro
Operations Assistant
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
Katie Smith
Client Support
Cheryl Clarke
Agency Manager
Gary Fletcher
Financial Planner
Hannah Needham
Financial Planner
Mandy Mycock
Customer Consultant
Kerry Lee Marais
Customer consultant
Laverne Picart
Financial Planner
Jaymee Stone
Agency Manager
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
Ciara Fitzgerald-Nolan
Customer Consultant
Julie Leeson
Customer Consultant
Andrew Sumner
Customer Consultant
Joe Webster
Customer Consultant