About us
We’re an award-winning financial planning practice with multiple offices across the North-West and Cheshire. We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
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
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