About us
We’re an award-winning financial planning practice in the North West and Cheshire, focused on helping you achieve the future you want. By understanding your goals and dreams, we create a personalised plan to grow and protect your wealth, give you confidence in your finances, and support you every step of the way.
Our Values
Our values shape who we are as a business and how we act. We can separate them into three clear areas…
Our clients
We want our clients to live the best lives they can. That means helping them reach their own version of financial independence and achieve their goals.
Our employees
We want our employees to enjoy their work and reach their potential. We’re committed to helping them develop and realise their dreams.
Our social responsibility
We believe in giving back. We engage with both local and national charities, communities and events to help make a difference where we can.
Meet the team
Sarah Hogan
Company Director and Chartered Financial Planner
Jack Leatherland
Operations Director
Emma Bell
Events & Marketing Executive
Maura Baines
Client Operations Lead
Emily Bartley
Paraplanner
Karen Fogg
Business Transitions Manager
Beccy Brooks
Trainee Paraplanner
Laura Jones
Trainee Paraplanner
James Nelson
Business Support
Sarah Tate
Client Support
Jane Catterall
Client Support
Mollie Scotson
Client Support
CLAIRE SHERLOCK
Executive Assistant to Sarah Hogan
Kasim Ikhlaq
Client Support
Ciara Fitzgerald-Nolan
Client Support
Howard Bartley
the Founding Father of Howard Bartley Financial
Sara Malheiro
Client Support
Garry Lomon
Financial Planner
Ken Bates
The Founding Father of KBA
David Parkinson
Financial Planner
Elysia Walsh
Financial Planner
Cheryl Clarke
Agency Manager
Gary Fletcher
Financial Planner
Hannah Needham
Financial Planner
Mandy Mycock
Customer Consultant
Hayley Bowker
Agency Manager
Matt Marsh
Financial Planner
Steven Bill
Agency Manager
Emma Hull
Customer Consultant
Milly Gresty
Customer Consultant
Lisa Roberts
Customer Consultant
Katie Conroy
Customer Consultant
Nicola Rhodes
Customer Consultant
Julie Leeson
Customer Consultant
Darren Ellis
Customer Consultant
Andrew Sumner
Customer Consultant
Joe Webster
Customer Consultant
Iona Allinson
Customer Consultant
Helen Shaw
Customer Consultant
Sue Culshaw
Customer Consultant